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 6-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 | $61,533 | $167,484-63.3% | $151,611-59.4% | $134,475-54.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.51% | 7.80%-27.3pp | 3.33%-22.8pp | 417.96%-437.5pp |
| Employer contribution / active EE | $40,752 | $6,829+496.7% | $6,166+560.9% | $4,740+759.8% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,400+110.9% |
| Admin fee / account holder | $55,557 | $13,783+303.1% | $11,616+378.3% | $11,426+386.2% |