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 | $111,352 | $167,307-33.4% | $143,757-22.5% | $134,475-17.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.17% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $7,057 | $5,619+25.6% | $4,951+42.5% | $4,740+48.9% |
| Participant deferral / active EE | $5,700 | $6,446-11.6% | $5,637+1.1% | $6,400-10.9% |
| Admin fee / account holder | $11,081 | $18,088-38.7% | $14,673-24.5% | $11,426-3.0% |