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 4-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 | $42,562 | $167,484-74.6% | $151,611-71.9% | $134,475-68.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.70% | 7.80%-28.5pp | 3.33%-24.0pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,553 | $6,829-33.3% | $6,166-26.2% | $4,740-3.9% |
| Participant deferral / active EE | $4,636 | $8,986-48.4% | $8,363-44.6% | $6,400-27.6% |
| Admin fee / account holder | $431 | $13,783-96.9% | $11,616-96.3% | $11,426-96.2% |