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 | $40,673 | $167,307-75.7% | $143,757-71.7% | $134,475-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.93% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,509 | $5,619-37.6% | $4,951-29.1% | $4,740-26.0% |
| Participant deferral / active EE | $14,266 | $6,446+121.3% | $5,637+153.1% | $6,400+122.9% |
| Admin fee / account holder | $5,468 | $18,088-69.8% | $14,673-62.7% | $11,426-52.1% |