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 7-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 | $80,659 | $167,307-51.8% | $143,757-43.9% | $134,475-40.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.17% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,773 | $5,619-50.6% | $4,951-44.0% | $4,740-41.5% |
| Participant deferral / active EE | $7,828 | $6,446+21.4% | $5,637+38.9% | $6,400+22.3% |
| Admin fee / account holder | $2,211 | $18,088-87.8% | $14,673-84.9% | $11,426-80.6% |