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 | $67,395 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.91% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $8,957 | $5,619+59.4% | $4,951+80.9% | $4,740+89.0% |
| Participant deferral / active EE | $6,311 | $6,446-2.1% | $5,637+12.0% | $6,400-1.4% |
| Admin fee / account holder | $911 | $18,088-95.0% | $14,673-93.8% | $11,426-92.0% |