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 | $125,748 | $167,307-24.8% | $143,757-12.5% | $134,475-6.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.19% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,178 | $5,619-79.0% | $4,951-76.2% | $4,740-75.2% |
| Participant deferral / active EE | $14,175 | $6,446+119.9% | $5,637+151.5% | $6,400+121.5% |
| Admin fee / account holder | $1,339 | $18,088-92.6% | $14,673-90.9% | $11,426-88.3% |