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 | $21,139 | $100,754-79.0% | $86,677-75.6% | $134,475-84.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.04% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,227 | $3,489-36.2% | $2,836-21.5% | $4,740-53.0% |
| Participant deferral / active EE | $2,359 | $5,338-55.8% | $4,656-49.3% | $6,400-63.1% |
| Admin fee / account holder | $9,317 | $10,926-14.7% | $7,493+24.3% | $11,426-18.5% |