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 8-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 | $83,585 | $142,344-41.3% | $119,609-30.1% | $134,475-37.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.34% | -12.44%+3.1pp | -14.97%+5.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $15,433 | $5,222+195.5% | $4,232+264.7% | $4,740+225.6% |
| Participant deferral / active EE | $10,876 | $6,469+68.1% | $5,602+94.1% | $6,400+69.9% |
| Admin fee / account holder | $41,455 | $13,584+205.2% | $10,323+301.6% | $11,426+262.8% |