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 | $25,913 | $167,307-84.5% | $143,757-82.0% | $134,475-80.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.44% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,572 | $5,619-54.2% | $4,951-48.0% | $4,740-45.7% |
| Participant deferral / active EE | $8,040 | $6,446+24.7% | $5,637+42.6% | $6,400+25.6% |
| Admin fee / account holder | $24,307 | $18,088+34.4% | $14,673+65.7% | $11,426+112.7% |