See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,177 | $211,958-49.0% | $169,463-36.2% | $135,375-20.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.59% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,293 | $5,120+3.4% | $4,159+27.3% | $4,779+10.8% |
| Participant deferral / active EE | $6,743 | $6,075+11.0% | $5,277+27.8% | $5,609+20.2% |
| Admin fee / account holder | $120,268 | $11,471+948.5% | $9,109+1220.3% | $10,827+1010.8% |