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 | $50,444 | $127,386-60.4% | $115,037-56.1% | $125,391-59.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.10% | 31.28%-31.4pp | 26.14%-26.2pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,324 | $5,166-74.4% | $4,608-71.3% | $4,866-72.8% |
| Participant deferral / active EE | $3,073 | $6,423-52.2% | $6,026-49.0% | $5,352-42.6% |
| Admin fee / account holder | $1,528 | $9,516-83.9% | $8,175-81.3% | $9,540-84.0% |