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 | $34,088 | $167,307-79.6% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.28% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,854 | $5,619-67.0% | $4,951-62.5% | $4,740-60.9% |
| Participant deferral / active EE | $3,088 | $6,446-52.1% | $5,637-45.2% | $6,400-51.7% |
| Admin fee / account holder | $1,291 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |