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 7-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 | $57,321 | $167,307-65.7% | $143,757-60.1% | $134,475-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.78% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,567 | $5,619+52.5% | $4,951+73.0% | $4,740+80.8% |
| Participant deferral / active EE | $6,762 | $6,446+4.9% | $5,637+20.0% | $6,400+5.7% |
| Admin fee / account holder | $581 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |