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 | $114,840 | $167,307-31.4% | $143,757-20.1% | $134,475-14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $7,052 | $5,619+25.5% | $4,951+42.4% | $4,740+48.8% |
| Participant deferral / active EE | $3,586 | $6,446-44.4% | $5,637-36.4% | $6,400-44.0% |
| Admin fee / account holder | $3,581 | $18,088-80.2% | $14,673-75.6% | $11,426-68.7% |