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 | $34,901 | $167,307-79.1% | $143,757-75.7% | $134,475-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.86% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,595 | $5,619-53.8% | $4,951-47.6% | $4,740-45.2% |
| Participant deferral / active EE | $2,655 | $6,446-58.8% | $5,637-52.9% | $6,400-58.5% |
| Admin fee / account holder | $449 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |