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 | $37,466 | $167,307-77.6% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,313 | $5,619-5.4% | $4,951+7.3% | $4,740+12.1% |
| Participant deferral / active EE | $6,083 | $6,446-5.6% | $5,637+7.9% | $6,400-5.0% |
| Admin fee / account holder | $462 | $18,088-97.4% | $14,673-96.9% | $11,426-96.0% |