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 | $117,636 | $167,307-29.7% | $143,757-18.2% | $134,475-12.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.50% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $7,314 | $5,619+30.2% | $4,951+47.7% | $4,740+54.3% |
| Participant deferral / active EE | $5,552 | $6,446-13.9% | $5,637-1.5% | $6,400-13.2% |
| Admin fee / account holder | $3,462 | $18,088-80.9% | $14,673-76.4% | $11,426-69.7% |