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 | $89,950 | $167,484-46.3% | $151,611-40.7% | $134,475-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.94% | 7.80%-22.7pp | 3.33%-18.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $6,099 | $6,829-10.7% | $6,166-1.1% | $4,740+28.7% |
| Participant deferral / active EE | $18,310 | $8,986+103.8% | $8,363+118.9% | $6,400+186.1% |
| Admin fee / account holder | $41,855 | $13,783+203.7% | $11,616+260.3% | $11,426+266.3% |