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 8-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 | $71,666 | $167,307-57.2% | $143,757-50.1% | $134,475-46.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.41% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $4,570 | $5,619-18.7% | $4,951-7.7% | $4,740-3.6% |
| Participant deferral / active EE | $5,068 | $6,446-21.4% | $5,637-10.1% | $6,400-20.8% |
| Admin fee / account holder | $2,759 | $18,088-84.7% | $14,673-81.2% | $11,426-75.9% |