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 | $68,647 | $167,307-59.0% | $143,757-52.2% | $134,475-49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,054 | $5,619-27.8% | $4,951-18.1% | $4,740-14.5% |
| Participant deferral / active EE | $7,285 | $6,446+13.0% | $5,637+29.2% | $6,400+13.8% |
| Admin fee / account holder | $50,105 | $18,088+177.0% | $14,673+241.5% | $11,426+338.5% |