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 | $44,043 | $167,307-73.7% | $143,757-69.4% | $134,475-67.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.13% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,916 | $5,619+40.9% | $4,951+59.9% | $4,740+67.0% |
| Participant deferral / active EE | $4,940 | $6,446-23.4% | $5,637-12.4% | $6,400-22.8% |
| Admin fee / account holder | $1,539 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |