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 | $104,002 | $167,307-37.8% | $143,757-27.7% | $134,475-22.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,600 | $5,619-0.3% | $4,951+13.1% | $4,740+18.2% |
| Participant deferral / active EE | $6,754 | $6,446+4.8% | $5,637+19.8% | $6,400+5.5% |
| Admin fee / account holder | $1,206 | $18,088-93.3% | $14,673-91.8% | $11,426-89.4% |