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 | $53,761 | $167,307-67.9% | $143,757-62.6% | $134,475-60.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.29% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,202 | $5,619-78.6% | $4,951-75.7% | $4,740-74.6% |
| Participant deferral / active EE | $6,901 | $6,446+7.1% | $5,637+22.4% | $6,400+7.8% |
| Admin fee / account holder | $3,182 | $18,088-82.4% | $14,673-78.3% | $11,426-72.1% |