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 | $113,362 | $167,307-32.2% | $143,757-21.1% | $134,475-15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $11,696 | $5,619+108.1% | $4,951+136.2% | $4,740+146.8% |
| Participant deferral / active EE | $7,598 | $6,446+17.9% | $5,637+34.8% | $6,400+18.7% |
| Admin fee / account holder | $1,795 | $18,088-90.1% | $14,673-87.8% | $11,426-84.3% |