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 | $78,408 | $167,307-53.1% | $143,757-45.5% | $134,475-41.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -18.94% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,838 | $5,619+128.5% | $4,951+159.3% | $4,740+170.9% |
| Participant deferral / active EE | $7,280 | $6,446+12.9% | $5,637+29.1% | $6,400+13.8% |
| Admin fee / account holder | $1,841 | $18,088-89.8% | $14,673-87.5% | $11,426-83.9% |