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 | $95,518 | $167,307-42.9% | $143,757-33.6% | $134,475-29.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.03% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $19,977 | $5,619+255.5% | $4,951+303.5% | $4,740+321.5% |
| Participant deferral / active EE | $13,948 | $6,446+116.4% | $5,637+147.4% | $6,400+117.9% |
| Admin fee / account holder | $1,485 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |