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 9-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 | $67,047 | $72,404-7.4% | $110,238-39.2% | $64,186+4.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.16% | -6.29%+5.1pp | 314.74%-315.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,284 | $2,282+0.1% | $3,826-40.3% | $2,381-4.1% |
| Participant deferral / active EE | $4,579 | $3,469+32.0% | $4,672-2.0% | $3,470+32.0% |
| Admin fee / account holder | $438 | $5,664-92.3% | $8,547-94.9% | $4,888-91.0% |