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 | $104,961 | $167,307-37.3% | $143,757-27.0% | $134,475-21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.82% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $7,274 | $5,619+29.5% | $4,951+46.9% | $4,740+53.5% |
| Participant deferral / active EE | $4,193 | $6,446-35.0% | $5,637-25.6% | $6,400-34.5% |
| Admin fee / account holder | $13,317 | $18,088-26.4% | $14,673-9.2% | $11,426+16.6% |