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 | $57,623 | $167,307-65.6% | $143,757-59.9% | $134,475-57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.31% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,145 | $5,619-26.2% | $4,951-16.3% | $4,740-12.5% |
| Participant deferral / active EE | $5,411 | $6,446-16.1% | $5,637-4.0% | $6,400-15.4% |
| Admin fee / account holder | $1,692 | $18,088-90.6% | $14,673-88.5% | $11,426-85.2% |