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 | $56,409 | $167,307-66.3% | $143,757-60.8% | $134,475-58.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.57% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,637 | $5,619-70.9% | $4,951-66.9% | $4,740-65.5% |
| Participant deferral / active EE | $4,873 | $6,446-24.4% | $5,637-13.6% | $6,400-23.9% |
| Admin fee / account holder | $5,985 | $18,088-66.9% | $14,673-59.2% | $11,426-47.6% |