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 | $108,946 | $167,307-34.9% | $143,757-24.2% | $134,475-19.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,262 | $5,619-77.5% | $4,951-74.5% | $4,740-73.4% |
| Participant deferral / active EE | $4,550 | $6,446-29.4% | $5,637-19.3% | $6,400-28.9% |
| Admin fee / account holder | $17,871 | $18,088-1.2% | $14,673+21.8% | $11,426+56.4% |