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 | $22,421 | $167,307-86.6% | $143,757-84.4% | $134,475-83.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,913 | $5,619-65.9% | $4,951-61.4% | $4,740-59.6% |
| Participant deferral / active EE | $5,240 | $6,446-18.7% | $5,637-7.1% | $6,400-18.1% |
| Admin fee / account holder | $904 | $18,088-95.0% | $14,673-93.8% | $11,426-92.1% |