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 | $46,594 | $167,307-72.2% | $143,757-67.6% | $134,475-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.12% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $5,749 | $5,619+2.3% | $4,951+16.1% | $4,740+21.3% |
| Participant deferral / active EE | $3,295 | $6,446-48.9% | $5,637-41.6% | $6,400-48.5% |
| Admin fee / account holder | $1,982 | $18,088-89.0% | $14,673-86.5% | $11,426-82.7% |