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 | $124,494 | $167,307-25.6% | $143,757-13.4% | $134,475-7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.30% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $7,300 | $5,619+29.9% | $4,951+47.5% | $4,740+54.0% |
| Participant deferral / active EE | $3,857 | $6,446-40.2% | $5,637-31.6% | $6,400-39.7% |
| Admin fee / account holder | $10,599 | $18,088-41.4% | $14,673-27.8% | $11,426-7.2% |