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 | $113,332 | $167,307-32.3% | $143,757-21.2% | $134,475-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.21% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,213 | $5,619+81.7% | $4,951+106.3% | $4,740+115.5% |
| Participant deferral / active EE | $9,786 | $6,446+51.8% | $5,637+73.6% | $6,400+52.9% |
| Admin fee / account holder | $18,396 | $18,088+1.7% | $14,673+25.4% | $11,426+61.0% |