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 | $81,368 | $167,307-51.4% | $143,757-43.4% | $134,475-39.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.22% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,868 | $5,619-31.2% | $4,951-21.9% | $4,740-18.4% |
| Participant deferral / active EE | $7,653 | $6,446+18.7% | $5,637+35.8% | $6,400+19.6% |
| Admin fee / account holder | $21,909 | $18,088+21.1% | $14,673+49.3% | $11,426+91.8% |