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 | $104,961 | $167,307-37.3% | $143,757-27.0% | $134,475-21.9% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -15.69% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,565 | $5,619+52.4% | $4,951+73.0% | $4,740+80.7% |
| Participant deferral / active EE | $10,870 | $6,446+68.6% | $5,637+92.8% | $6,400+69.8% |
| Admin fee / account holder | $3,398 | $18,088-81.2% | $14,673-76.8% | $11,426-70.3% |