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 | $33,362 | $167,307-80.1% | $143,757-76.8% | $134,475-75.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,269 | $5,619-77.4% | $4,951-74.4% | $4,740-73.2% |
| Participant deferral / active EE | $5,499 | $6,446-14.7% | $5,637-2.5% | $6,400-14.1% |
| Admin fee / account holder | $402 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |