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 | $77,919 | $167,307-53.4% | $143,757-45.8% | $134,475-42.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.07% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,162 | $5,619+45.2% | $4,951+64.8% | $4,740+72.2% |
| Participant deferral / active EE | $3,549 | $6,446-44.9% | $5,637-37.0% | $6,400-44.5% |
| Admin fee / account holder | $921 | $18,088-94.9% | $14,673-93.7% | $11,426-91.9% |