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 | $57,278 | $167,307-65.8% | $143,757-60.2% | $134,475-57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.26% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,286 | $5,619-23.7% | $4,951-13.4% | $4,740-9.6% |
| Participant deferral / active EE | $5,394 | $6,446-16.3% | $5,637-4.3% | $6,400-15.7% |
| Admin fee / account holder | $887 | $18,088-95.1% | $14,673-94.0% | $11,426-92.2% |