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 | $54,336 | $167,307-67.5% | $143,757-62.2% | $134,475-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.93% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,693 | $5,619-69.9% | $4,951-65.8% | $4,740-64.3% |
| Participant deferral / active EE | $5,462 | $6,446-15.3% | $5,637-3.1% | $6,400-14.6% |
| Admin fee / account holder | $1,143 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |