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 | $67,653 | $167,307-59.6% | $143,757-52.9% | $134,475-49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.10% | 0.46%-6.6pp | -0.04%-6.1pp | 417.96%-424.1pp |
| Employer contribution / active EE | $3,267 | $5,619-41.9% | $4,951-34.0% | $4,740-31.1% |
| Participant deferral / active EE | $7,167 | $6,446+11.2% | $5,637+27.1% | $6,400+12.0% |
| Admin fee / account holder | $415 | $18,088-97.7% | $14,673-97.2% | $11,426-96.4% |