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 6-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 | $34,575 | $167,307-79.3% | $143,757-75.9% | $134,475-74.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.81% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,592 | $5,619-71.7% | $4,951-67.9% | $4,740-66.4% |
| Participant deferral / active EE | $8,088 | $6,446+25.5% | $5,637+43.5% | $6,400+26.4% |
| Admin fee / account holder | $2,989 | $18,088-83.5% | $14,673-79.6% | $11,426-73.8% |