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 5-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 | $76,378 | $167,307-54.3% | $143,757-46.9% | $134,475-43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.80% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $30,837 | $5,619+448.8% | $4,951+522.8% | $4,740+550.6% |
| Participant deferral / active EE | $13,008 | $6,446+101.8% | $5,637+130.8% | $6,400+103.3% |
| Admin fee / account holder | $364 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |