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 | $102,864 | $167,307-38.5% | $143,757-28.4% | $134,475-23.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.78% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5,866 | $5,619+4.4% | $4,951+18.5% | $4,740+23.8% |
| Participant deferral / active EE | $5,483 | $6,446-14.9% | $5,637-2.7% | $6,400-14.3% |
| Admin fee / account holder | $10,084 | $18,088-44.3% | $14,673-31.3% | $11,426-11.7% |