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 | $114,648 | $167,307-31.5% | $143,757-20.2% | $134,475-14.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.39% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,190 | $5,619+45.8% | $4,951+65.4% | $4,740+72.8% |
| Participant deferral / active EE | $20,176 | $6,446+213.0% | $5,637+257.9% | $6,400+215.3% |
| Admin fee / account holder | $5,335 | $18,088-70.5% | $14,673-63.6% | $11,426-53.3% |