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 | $73,859 | $167,307-55.9% | $143,757-48.6% | $134,475-45.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.11% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $6,781 | $5,619+20.7% | $4,951+37.0% | $4,740+43.1% |
| Participant deferral / active EE | $7,572 | $6,446+17.5% | $5,637+34.3% | $6,400+18.3% |
| Admin fee / account holder | $10,013 | $18,088-44.6% | $14,673-31.8% | $11,426-12.4% |