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 | $29,670 | $167,484-82.3% | $151,611-80.4% | $134,475-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,296 | $6,829-66.4% | $6,166-62.8% | $4,740-51.6% |
| Participant deferral / active EE | $3,954 | $8,986-56.0% | $8,363-52.7% | $6,400-38.2% |
| Admin fee / account holder | $1,223 | $13,783-91.1% | $11,616-89.5% | $11,426-89.3% |