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 6-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 | $44,826 | $167,307-73.2% | $143,757-68.8% | $134,475-66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,926 | $5,619-30.1% | $4,951-20.7% | $4,740-17.2% |
| Participant deferral / active EE | $6,833 | $6,446+6.0% | $5,637+21.2% | $6,400+6.8% |
| Admin fee / account holder | $518 | $18,088-97.1% | $14,673-96.5% | $11,426-95.5% |