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 | $94,848 | $167,307-43.3% | $143,757-34.0% | $134,475-29.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.46%-7.6pp | -0.04%-7.1pp | 417.96%-425.2pp |
| Employer contribution / active EE | $4,582 | $5,619-18.5% | $4,951-7.5% | $4,740-3.3% |
| Participant deferral / active EE | $2,840 | $6,446-55.9% | $5,637-49.6% | $6,400-55.6% |
| Admin fee / account holder | $3,854 | $18,088-78.7% | $14,673-73.7% | $11,426-66.3% |