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 | $22,967 | $167,307-86.3% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.23% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,435 | $5,619-74.5% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $4,993 | $6,446-22.5% | $5,637-11.4% | $6,400-22.0% |
| Admin fee / account holder | $2,496 | $18,088-86.2% | $14,673-83.0% | $11,426-78.2% |