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 | $59,499 | $167,307-64.4% | $143,757-58.6% | $134,475-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.58% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,836 | $5,619+3.9% | $4,951+17.9% | $4,740+23.1% |
| Participant deferral / active EE | $5,278 | $6,446-18.1% | $5,637-6.4% | $6,400-17.5% |
| Admin fee / account holder | $802 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |