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 | $49,188 | $167,307-70.6% | $143,757-65.8% | $134,475-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,528 | $5,619-19.4% | $4,951-8.5% | $4,740-4.5% |
| Participant deferral / active EE | $7,761 | $6,446+20.4% | $5,637+37.7% | $6,400+21.3% |
| Admin fee / account holder | $429 | $18,088-97.6% | $14,673-97.1% | $11,426-96.2% |