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 | $85,649 | $167,307-48.8% | $143,757-40.4% | $134,475-36.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.81% | 0.46%-3.3pp | -0.04%-2.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $5,582 | $5,619-0.7% | $4,951+12.7% | $4,740+17.8% |
| Participant deferral / active EE | $17,214 | $6,446+167.1% | $5,637+205.4% | $6,400+169.0% |
| Admin fee / account holder | $524 | $18,088-97.1% | $14,673-96.4% | $11,426-95.4% |