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 | $107,135 | $167,307-36.0% | $143,757-25.5% | $134,475-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.99% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,742 | $5,619-51.2% | $4,951-44.6% | $4,740-42.2% |
| Participant deferral / active EE | $3,432 | $6,446-46.8% | $5,637-39.1% | $6,400-46.4% |
| Admin fee / account holder | $3,890 | $18,088-78.5% | $14,673-73.5% | $11,426-66.0% |