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 | $120,889 | $167,307-27.7% | $143,757-15.9% | $134,475-10.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.92% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,792 | $5,619-50.3% | $4,951-43.6% | $4,740-41.1% |
| Participant deferral / active EE | $9,986 | $6,446+54.9% | $5,637+77.2% | $6,400+56.0% |
| Admin fee / account holder | $1,464 | $18,088-91.9% | $14,673-90.0% | $11,426-87.2% |