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 | $73,959 | $167,307-55.8% | $143,757-48.6% | $134,475-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.02% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $18,060 | $5,619+221.4% | $4,951+264.8% | $4,740+281.0% |
| Participant deferral / active EE | $8,127 | $6,446+26.1% | $5,637+44.2% | $6,400+27.0% |
| Admin fee / account holder | $774 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |