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 | $97,629 | $167,307-41.6% | $143,757-32.1% | $134,475-27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,596 | $5,619-18.2% | $4,951-7.2% | $4,740-3.0% |
| Participant deferral / active EE | $13,269 | $6,446+105.9% | $5,637+135.4% | $6,400+107.3% |
| Admin fee / account holder | $1,995 | $18,088-89.0% | $14,673-86.4% | $11,426-82.5% |