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 | $21,019 | $133,958-84.3% | $112,228-81.3% | $134,475-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.75% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,790 | $4,038-55.7% | $3,635-50.7% | $4,740-62.2% |
| Participant deferral / active EE | $3,639 | $5,291-31.2% | $4,728-23.0% | $6,400-43.1% |
| Admin fee / account holder | $2,102 | $7,489-71.9% | $6,410-67.2% | $11,426-81.6% |