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 | $30,050 | $127,386-76.4% | $115,037-73.9% | $125,391-76.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.70% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,258 | $5,166-56.3% | $4,608-51.0% | $4,866-53.6% |
| Participant deferral / active EE | $3,505 | $6,423-45.4% | $6,026-41.8% | $5,352-34.5% |
| Admin fee / account holder | $2,674 | $9,516-71.9% | $8,175-67.3% | $9,540-72.0% |