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 | $95,681 | $142,344-32.8% | $119,609-20.0% | $134,475-28.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.41% | -12.44%-5.0pp | -14.97%-2.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $14,000 | $5,222+168.1% | $4,232+230.8% | $4,740+195.4% |
| Participant deferral / active EE | $9,743 | $6,469+50.6% | $5,602+73.9% | $6,400+52.2% |
| Admin fee / account holder | $586 | $13,584-95.7% | $10,323-94.3% | $11,426-94.9% |