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 | $26,110 | $167,307-84.4% | $143,757-81.8% | $134,475-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,610 | $5,619-71.4% | $4,951-67.5% | $4,740-66.0% |
| Participant deferral / active EE | $2,855 | $6,446-55.7% | $5,637-49.4% | $6,400-55.4% |
| Admin fee / account holder | $3,976 | $18,088-78.0% | $14,673-72.9% | $11,426-65.2% |