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 | $115,723 | $167,307-30.8% | $143,757-19.5% | $134,475-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.24% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,835 | $5,619+3.8% | $4,951+17.9% | $4,740+23.1% |
| Participant deferral / active EE | $7,572 | $6,446+17.5% | $5,637+34.3% | $6,400+18.3% |
| Admin fee / account holder | $322 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |