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 7-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 | $35,931 | $167,307-78.5% | $143,757-75.0% | $134,475-73.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.18% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $13,448 | $5,619+139.3% | $4,951+171.6% | $4,740+183.7% |
| Participant deferral / active EE | $7,172 | $6,446+11.3% | $5,637+27.2% | $6,400+12.1% |
| Admin fee / account holder | $10,545 | $18,088-41.7% | $14,673-28.1% | $11,426-7.7% |