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 | $96,771 | $167,307-42.2% | $143,757-32.7% | $134,475-28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.96% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,819 | $5,619-14.2% | $4,951-2.7% | $4,740+1.7% |
| Participant deferral / active EE | $3,592 | $6,446-44.3% | $5,637-36.3% | $6,400-43.9% |
| Admin fee / account holder | $10,979 | $18,088-39.3% | $14,673-25.2% | $11,426-3.9% |