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 9-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 | $34,563 | $167,484-79.4% | $151,611-77.2% | $134,475-74.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.10% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,368 | $6,829-65.3% | $6,166-61.6% | $4,740-50.0% |
| Participant deferral / active EE | $3,979 | $8,986-55.7% | $8,363-52.4% | $6,400-37.8% |
| Admin fee / account holder | $1,555 | $13,783-88.7% | $11,616-86.6% | $11,426-86.4% |