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 | $29,098 | $167,307-82.6% | $143,757-79.8% | $134,475-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.64% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,561 | $5,619-18.8% | $4,951-7.9% | $4,740-3.8% |
| Participant deferral / active EE | $3,785 | $6,446-41.3% | $5,637-32.9% | $6,400-40.9% |
| Admin fee / account holder | $1,387 | $18,088-92.3% | $14,673-90.5% | $11,426-87.9% |