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 | $68,565 | $127,386-46.2% | $115,037-40.4% | $125,391-45.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.85% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,069 | $5,166-79.3% | $4,608-76.8% | $4,866-78.0% |
| Participant deferral / active EE | $14,831 | $6,423+130.9% | $6,026+146.1% | $5,352+177.1% |
| Admin fee / account holder | $19,503 | $9,516+104.9% | $8,175+138.6% | $9,540+104.4% |