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 | $91,712 | $167,307-45.2% | $143,757-36.2% | $134,475-31.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.21% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $6,208 | $5,619+10.5% | $4,951+25.4% | $4,740+31.0% |
| Participant deferral / active EE | $9,744 | $6,446+51.2% | $5,637+72.9% | $6,400+52.3% |
| Admin fee / account holder | $804 | $18,088-95.6% | $14,673-94.5% | $11,426-93.0% |