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 5-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 | $74,921 | $167,307-55.2% | $143,757-47.9% | $134,475-44.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,444 | $5,619-74.3% | $4,951-70.8% | $4,740-69.5% |
| Participant deferral / active EE | $9,737 | $6,446+51.1% | $5,637+72.7% | $6,400+52.1% |
| Admin fee / account holder | $2,211 | $18,088-87.8% | $14,673-84.9% | $11,426-80.7% |