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 9-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 | $43,280 | $167,307-74.1% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,530 | $5,619-19.4% | $4,951-8.5% | $4,740-4.4% |
| Participant deferral / active EE | $7,934 | $6,446+23.1% | $5,637+40.7% | $6,400+24.0% |
| Admin fee / account holder | $5,993 | $18,088-66.9% | $14,673-59.2% | $11,426-47.5% |