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 | $61,908 | $167,307-63.0% | $143,757-56.9% | $134,475-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.74% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8,128 | $5,619+44.7% | $4,951+64.2% | $4,740+71.5% |
| Participant deferral / active EE | $2,613 | $6,446-59.5% | $5,637-53.6% | $6,400-59.2% |
| Admin fee / account holder | $719 | $18,088-96.0% | $14,673-95.1% | $11,426-93.7% |