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 | $27,238 | $167,307-83.7% | $143,757-81.1% | $134,475-79.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -15.75% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,803 | $5,619+74.5% | $4,951+98.0% | $4,740+106.8% |
| Participant deferral / active EE | $2,196 | $6,446-65.9% | $5,637-61.0% | $6,400-65.7% |
| Admin fee / account holder | $587 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |