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 | $89,568 | $167,307-46.5% | $143,757-37.7% | $134,475-33.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.93% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,552 | $5,619-1.2% | $4,951+12.1% | $4,740+17.1% |
| Participant deferral / active EE | $15,375 | $6,446+138.5% | $5,637+172.8% | $6,400+140.2% |
| Admin fee / account holder | $440 | $18,088-97.6% | $14,673-97.0% | $11,426-96.1% |