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 | $93,949 | $167,307-43.8% | $143,757-34.6% | $134,475-30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.40% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $13,827 | $5,619+146.1% | $4,951+179.3% | $4,740+191.7% |
| Participant deferral / active EE | $12,411 | $6,446+92.5% | $5,637+120.2% | $6,400+93.9% |
| Admin fee / account holder | $776 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |