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 | $76,164 | $167,307-54.5% | $143,757-47.0% | $134,475-43.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.12% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,716 | $5,619+55.1% | $4,951+76.0% | $4,740+83.9% |
| Participant deferral / active EE | $5,843 | $6,446-9.3% | $5,637+3.7% | $6,400-8.7% |
| Admin fee / account holder | $28,018 | $18,088+54.9% | $14,673+91.0% | $11,426+145.2% |