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 | $28,384 | $167,307-83.0% | $143,757-80.3% | $134,475-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.21% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $5,060 | $5,619-9.9% | $4,951+2.2% | $4,740+6.8% |
| Participant deferral / active EE | $5,125 | $6,446-20.5% | $5,637-9.1% | $6,400-19.9% |
| Admin fee / account holder | $1,367 | $18,088-92.4% | $14,673-90.7% | $11,426-88.0% |