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 | $84,265 | $167,307-49.6% | $143,757-41.4% | $134,475-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,654 | $5,619-52.8% | $4,951-46.4% | $4,740-44.0% |
| Participant deferral / active EE | $7,043 | $6,446+9.3% | $5,637+24.9% | $6,400+10.0% |
| Admin fee / account holder | $19,751 | $18,088+9.2% | $14,673+34.6% | $11,426+72.9% |