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 | $83,514 | $167,307-50.1% | $143,757-41.9% | $134,475-37.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -11.25% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,971 | $5,619+24.1% | $4,951+40.8% | $4,740+47.1% |
| Participant deferral / active EE | $8,644 | $6,446+34.1% | $5,637+53.3% | $6,400+35.1% |
| Admin fee / account holder | $607 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |