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 | $117,318 | $167,307-29.9% | $143,757-18.4% | $134,475-12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.46% | 0.46%-9.9pp | -0.04%-9.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $5,716 | $5,619+1.7% | $4,951+15.4% | $4,740+20.6% |
| Participant deferral / active EE | $11,965 | $6,446+85.6% | $5,637+112.3% | $6,400+87.0% |
| Admin fee / account holder | $8,488 | $18,088-53.1% | $14,673-42.1% | $11,426-25.7% |