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 | $46,582 | $167,307-72.2% | $143,757-67.6% | $134,475-65.4% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -17.55% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $6,815 | $5,619+21.3% | $4,951+37.7% | $4,740+43.8% |
| Participant deferral / active EE | $4,337 | $6,446-32.7% | $5,637-23.1% | $6,400-32.2% |
| Admin fee / account holder | $3,730 | $18,088-79.4% | $14,673-74.6% | $11,426-67.4% |