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 | $75,572 | $167,307-54.8% | $143,757-47.4% | $134,475-43.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,914 | $5,619+5.2% | $4,951+19.5% | $4,740+24.8% |
| Participant deferral / active EE | $6,519 | $6,446+1.1% | $5,637+15.6% | $6,400+1.9% |
| Admin fee / account holder | $16,081 | $18,088-11.1% | $14,673+9.6% | $11,426+40.7% |