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 9-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 | $60,238 | $167,307-64.0% | $143,757-58.1% | $134,475-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.32% | 0.46%-7.8pp | -0.04%-7.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $56,465 | $5,619+904.9% | $4,951+1040.5% | $4,740+1091.3% |
| Participant deferral / active EE | $8,132 | $6,446+26.2% | $5,637+44.3% | $6,400+27.1% |
| Admin fee / account holder | $648,426 | $18,088+3484.8% | $14,673+4319.2% | $11,426+5575.1% |