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 | $33,922 | $167,307-79.7% | $143,757-76.4% | $134,475-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.69% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,763 | $5,619-68.6% | $4,951-64.4% | $4,740-62.8% |
| Participant deferral / active EE | $4,044 | $6,446-37.3% | $5,637-28.3% | $6,400-36.8% |
| Admin fee / account holder | $9,277 | $18,088-48.7% | $14,673-36.8% | $11,426-18.8% |