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 | $63,699 | $167,307-61.9% | $143,757-55.7% | $134,475-52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,901 | $5,619-30.6% | $4,951-21.2% | $4,740-17.7% |
| Participant deferral / active EE | $13,701 | $6,446+112.6% | $5,637+143.1% | $6,400+114.1% |
| Admin fee / account holder | $1,510 | $18,088-91.7% | $14,673-89.7% | $11,426-86.8% |