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 | $52,466 | $167,307-68.6% | $143,757-63.5% | $134,475-61.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.38% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,148 | $5,619-61.8% | $4,951-56.6% | $4,740-54.7% |
| Participant deferral / active EE | $4,993 | $6,446-22.5% | $5,637-11.4% | $6,400-22.0% |
| Admin fee / account holder | $11,041 | $18,088-39.0% | $14,673-24.8% | $11,426-3.4% |