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 | $36,086 | $142,344-74.6% | $119,609-69.8% | $134,475-73.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.42% | -12.44%-2.0pp | -14.97%+0.5pp | 417.96%-432.4pp |
| Employer contribution / active EE | $4,516 | $5,222-13.5% | $4,232+6.7% | $4,740-4.7% |
| Participant deferral / active EE | $10,207 | $6,469+57.8% | $5,602+82.2% | $6,400+59.5% |
| Admin fee / account holder | $8,682 | $13,584-36.1% | $10,323-15.9% | $11,426-24.0% |