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 | $19,977 | $167,307-88.1% | $143,757-86.1% | $134,475-85.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,722 | $5,619-69.4% | $4,951-65.2% | $4,740-63.7% |
| Participant deferral / active EE | $4,032 | $6,446-37.5% | $5,637-28.5% | $6,400-37.0% |
| Admin fee / account holder | $2,097 | $18,088-88.4% | $14,673-85.7% | $11,426-81.6% |