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 5-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 | $38,493 | $167,307-77.0% | $143,757-73.2% | $134,475-71.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,665 | $5,619+18.6% | $4,951+34.6% | $4,740+40.6% |
| Participant deferral / active EE | $15,325 | $6,446+137.7% | $5,637+171.9% | $6,400+139.5% |
| Admin fee / account holder | $425 | $18,088-97.7% | $14,673-97.1% | $11,426-96.3% |