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 | $86,517 | $167,307-48.3% | $143,757-39.8% | $134,475-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.50% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,880 | $5,619+4.6% | $4,951+18.8% | $4,740+24.1% |
| Participant deferral / active EE | $11,824 | $6,446+83.4% | $5,637+109.7% | $6,400+84.7% |
| Admin fee / account holder | $585 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |