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 | $37,614 | $167,307-77.5% | $143,757-73.8% | $134,475-72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.43% | 0.46%-7.9pp | -0.04%-7.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $7,812 | $5,619+39.0% | $4,951+57.8% | $4,740+64.8% |
| Participant deferral / active EE | $15,500 | $6,446+140.5% | $5,637+175.0% | $6,400+142.2% |
| Admin fee / account holder | $13,100 | $18,088-27.6% | $14,673-10.7% | $11,426+14.7% |