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 | $37,870 | $64,119-40.9% | $112,228-66.3% | $66,914-43.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -15.27% | -13.81%-1.5pp | 27.45%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,028 | $3,005+0.8% | $3,635-16.7% | $2,544+19.0% |
| Participant deferral / active EE | $5,946 | $3,693+61.0% | $4,728+25.8% | $4,237+40.3% |
| Admin fee / account holder | $2,909 | $625+365.3% | $6,410-54.6% | $593+390.3% |