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 | $100,393 | $167,307-40.0% | $143,757-30.2% | $134,475-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.90% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,334 | $5,619-58.5% | $4,951-52.9% | $4,740-50.8% |
| Participant deferral / active EE | $11,875 | $6,446+84.2% | $5,637+110.7% | $6,400+85.6% |
| Admin fee / account holder | $1,091 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |