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 | $45,664 | $167,307-72.7% | $143,757-68.2% | $134,475-66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.53% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,472 | $5,619-73.8% | $4,951-70.3% | $4,740-69.0% |
| Participant deferral / active EE | $16,591 | $6,446+157.4% | $5,637+194.3% | $6,400+159.3% |
| Admin fee / account holder | $857 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |