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 | $209,225 | $167,307+25.1% | $143,757+45.5% | $134,475+55.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.85% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $4,871 | $5,619-13.3% | $4,951-1.6% | $4,740+2.8% |
| Participant deferral / active EE | $4,652 | $6,446-27.8% | $5,637-17.5% | $6,400-27.3% |
| Admin fee / account holder | $1,223 | $18,088-93.2% | $14,673-91.7% | $11,426-89.3% |