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 10-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 | $108,842 | $167,307-34.9% | $143,757-24.3% | $134,475-19.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.43% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $7,006 | $5,619+24.7% | $4,951+41.5% | $4,740+47.8% |
| Participant deferral / active EE | $4,235 | $6,446-34.3% | $5,637-24.9% | $6,400-33.8% |
| Admin fee / account holder | $582 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |