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 8-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 | $21,139 | $167,307-87.4% | $143,757-85.3% | $134,475-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,488 | $5,619-73.5% | $4,951-70.0% | $4,740-68.6% |
| Participant deferral / active EE | $3,017 | $6,446-53.2% | $5,637-46.5% | $6,400-52.9% |
| Admin fee / account holder | $6,099 | $18,088-66.3% | $14,673-58.4% | $11,426-46.6% |