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 | $40,907 | $167,307-75.5% | $143,757-71.5% | $134,475-69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.10% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $6,801 | $5,619+21.0% | $4,951+37.4% | $4,740+43.5% |
| Participant deferral / active EE | $3,937 | $6,446-38.9% | $5,637-30.2% | $6,400-38.5% |
| Admin fee / account holder | $1,669 | $18,088-90.8% | $14,673-88.6% | $11,426-85.4% |