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 | $44,110 | $167,307-73.6% | $143,757-69.3% | $134,475-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.07% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,842 | $5,619-49.4% | $4,951-42.6% | $4,740-40.0% |
| Participant deferral / active EE | $8,053 | $6,446+24.9% | $5,637+42.9% | $6,400+25.8% |
| Admin fee / account holder | $460 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |