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 | $49,172 | $167,307-70.6% | $143,757-65.8% | $134,475-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.84% | 0.46%-8.3pp | -0.04%-7.8pp | 417.96%-425.8pp |
| Employer contribution / active EE | $3,672 | $5,619-34.7% | $4,951-25.8% | $4,740-22.5% |
| Participant deferral / active EE | $6,574 | $6,446+2.0% | $5,637+16.6% | $6,400+2.7% |
| Admin fee / account holder | $10,376 | $18,088-42.6% | $14,673-29.3% | $11,426-9.2% |