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 | $24,677 | $167,307-85.3% | $143,757-82.8% | $134,475-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.20% | 0.46%-7.7pp | -0.04%-7.2pp | 417.96%-425.2pp |
| Employer contribution / active EE | $2,257 | $5,619-59.8% | $4,951-54.4% | $4,740-52.4% |
| Participant deferral / active EE | $4,900 | $6,446-24.0% | $5,637-13.1% | $6,400-23.4% |
| Admin fee / account holder | $1,263 | $18,088-93.0% | $14,673-91.4% | $11,426-88.9% |