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 | $91,587 | $167,307-45.3% | $143,757-36.3% | $134,475-31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.71% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,902 | $5,619-48.4% | $4,951-41.4% | $4,740-38.8% |
| Participant deferral / active EE | $2,243 | $6,446-65.2% | $5,637-60.2% | $6,400-65.0% |
| Admin fee / account holder | $5,593 | $18,088-69.1% | $14,673-61.9% | $11,426-51.0% |