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 | $86,768 | $167,307-48.1% | $143,757-39.6% | $134,475-35.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -10.61% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,559 | $5,619-36.7% | $4,951-28.1% | $4,740-24.9% |
| Participant deferral / active EE | $10,053 | $6,446+56.0% | $5,637+78.3% | $6,400+57.1% |
| Admin fee / account holder | $3,178 | $18,088-82.4% | $14,673-78.3% | $11,426-72.2% |