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 7-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 | $64,465 | $167,307-61.5% | $143,757-55.2% | $134,475-52.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $2,858 | $5,619-49.1% | $4,951-42.3% | $4,740-39.7% |
| Participant deferral / active EE | $8,958 | $6,446+39.0% | $5,637+58.9% | $6,400+40.0% |
| Admin fee / account holder | $2,946 | $18,088-83.7% | $14,673-79.9% | $11,426-74.2% |