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 | $70,201 | $167,307-58.0% | $143,757-51.2% | $134,475-47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.02% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $5,733 | $5,619+2.0% | $4,951+15.8% | $4,740+21.0% |
| Participant deferral / active EE | $5,385 | $6,446-16.5% | $5,637-4.5% | $6,400-15.9% |
| Admin fee / account holder | $2,957 | $18,088-83.7% | $14,673-79.8% | $11,426-74.1% |