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 | $118,710 | $167,307-29.0% | $143,757-17.4% | $134,475-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.59% | 0.46%-10.0pp | -0.04%-9.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $11,947 | $5,619+112.6% | $4,951+141.3% | $4,740+152.1% |
| Participant deferral / active EE | $7,867 | $6,446+22.0% | $5,637+39.6% | $6,400+22.9% |
| Admin fee / account holder | $461 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |