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 8-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 | $34,000 | $167,307-79.7% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.88% | 0.46%-3.3pp | -0.04%-2.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $2,662 | $5,619-52.6% | $4,951-46.2% | $4,740-43.8% |
| Participant deferral / active EE | $12,166 | $6,446+88.7% | $5,637+115.8% | $6,400+90.1% |
| Admin fee / account holder | $68,015 | $18,088+276.0% | $14,673+363.5% | $11,426+495.3% |