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 | $81,011 | $167,484-51.6% | $151,611-46.6% | $134,475-39.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.59% | 7.80%-24.4pp | 3.33%-19.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,277 | $6,829-66.7% | $6,166-63.1% | $4,740-52.0% |
| Participant deferral / active EE | $5,416 | $8,986-39.7% | $8,363-35.2% | $6,400-15.4% |
| Admin fee / account holder | $728 | $13,783-94.7% | $11,616-93.7% | $11,426-93.6% |