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 | $69,493 | $167,307-58.5% | $143,757-51.7% | $134,475-48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.91% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,225 | $5,619+64.2% | $4,951+86.3% | $4,740+94.6% |
| Participant deferral / active EE | $7,309 | $6,446+13.4% | $5,637+29.7% | $6,400+14.2% |
| Admin fee / account holder | $2,262 | $18,088-87.5% | $14,673-84.6% | $11,426-80.2% |