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 | $105,000 | $167,307-37.2% | $143,757-27.0% | $134,475-21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.85% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,018 | $5,619-64.1% | $4,951-59.2% | $4,740-57.4% |
| Participant deferral / active EE | $24,862 | $6,446+285.7% | $5,637+341.0% | $6,400+288.5% |
| Admin fee / account holder | $5,546 | $18,088-69.3% | $14,673-62.2% | $11,426-51.5% |