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 | $122,992 | $167,307-26.5% | $143,757-14.4% | $134,475-8.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.36% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,514 | $5,619+33.7% | $4,951+51.8% | $4,740+58.5% |
| Participant deferral / active EE | $10,125 | $6,446+57.1% | $5,637+79.6% | $6,400+58.2% |
| Admin fee / account holder | $1,009 | $18,088-94.4% | $14,673-93.1% | $11,426-91.2% |