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 | $77,438 | $167,307-53.7% | $143,757-46.1% | $134,475-42.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.75% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $11,330 | $5,619+101.6% | $4,951+128.8% | $4,740+139.1% |
| Participant deferral / active EE | $10,427 | $6,446+61.8% | $5,637+85.0% | $6,400+62.9% |
| Admin fee / account holder | $712 | $18,088-96.1% | $14,673-95.1% | $11,426-93.8% |