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 | $107,086 | $167,307-36.0% | $143,757-25.5% | $134,475-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,198 | $5,619-78.7% | $4,951-75.8% | $4,740-74.7% |
| Participant deferral / active EE | $4,607 | $6,446-28.5% | $5,637-18.3% | $6,400-28.0% |
| Admin fee / account holder | $2,223 | $18,088-87.7% | $14,673-84.9% | $11,426-80.5% |