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 | $91,962 | $167,307-45.0% | $143,757-36.0% | $134,475-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,770 | $5,619+73.9% | $4,951+97.3% | $4,740+106.1% |
| Participant deferral / active EE | $4,699 | $6,446-27.1% | $5,637-16.6% | $6,400-26.6% |
| Admin fee / account holder | $6,312 | $18,088-65.1% | $14,673-57.0% | $11,426-44.8% |