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 | $61,700 | $167,307-63.1% | $143,757-57.1% | $134,475-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,241 | $5,619-60.1% | $4,951-54.7% | $4,740-52.7% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,452 | $18,088-80.9% | $14,673-76.5% | $11,426-69.8% |