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 | $113,582 | $158,817-28.5% | $121,196-6.3% | $135,375-16.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.80% | -0.64%-3.2pp | 16.93%-20.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $31,340 | $5,665+453.2% | $4,022+679.3% | $4,779+555.8% |
| Participant deferral / active EE | $24,500 | $4,005+511.8% | $3,344+632.5% | $5,609+336.8% |
| Admin fee / account holder | $315 | $6,512-95.2% | $5,019-93.7% | $10,827-97.1% |