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 | $117,260 | $167,307-29.9% | $143,757-18.4% | $134,475-12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.10% | 0.46%-9.6pp | -0.04%-9.1pp | 417.96%-427.1pp |
| Employer contribution / active EE | $8,593 | $5,619+52.9% | $4,951+73.6% | $4,740+81.3% |
| Participant deferral / active EE | $5,958 | $6,446-7.6% | $5,637+5.7% | $6,400-6.9% |
| Admin fee / account holder | $2,599 | $18,088-85.6% | $14,673-82.3% | $11,426-77.3% |