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 | $79,791 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.99% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,193 | $5,619+28.0% | $4,951+45.3% | $4,740+51.8% |
| Participant deferral / active EE | $4,237 | $6,446-34.3% | $5,637-24.8% | $6,400-33.8% |
| Admin fee / account holder | $1,070 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |