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 | $63,895 | $167,307-61.8% | $143,757-55.6% | $134,475-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.52% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,850 | $5,619-49.3% | $4,951-42.4% | $4,740-39.9% |
| Participant deferral / active EE | $7,480 | $6,446+16.0% | $5,637+32.7% | $6,400+16.9% |
| Admin fee / account holder | $5,715 | $18,088-68.4% | $14,673-61.1% | $11,426-50.0% |