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 | $54,914 | $167,307-67.2% | $143,757-61.8% | $134,475-59.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $8,942 | $5,619+59.1% | $4,951+80.6% | $4,740+88.7% |
| Participant deferral / active EE | $9,524 | $6,446+47.8% | $5,637+69.0% | $6,400+48.8% |
| Admin fee / account holder | $481 | $18,088-97.3% | $14,673-96.7% | $11,426-95.8% |