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 | $81,918 | $167,307-51.0% | $143,757-43.0% | $134,475-39.1% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -17.87% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,885 | $5,619+22.5% | $4,951+39.1% | $4,740+45.3% |
| Participant deferral / active EE | $8,211 | $6,446+27.4% | $5,637+45.7% | $6,400+28.3% |
| Admin fee / account holder | $748 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |