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 | $82,935 | $167,307-50.4% | $143,757-42.3% | $134,475-38.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.34% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,874 | $5,619-31.1% | $4,951-21.8% | $4,740-18.3% |
| Participant deferral / active EE | $5,038 | $6,446-21.8% | $5,637-10.6% | $6,400-21.3% |
| Admin fee / account holder | $11,608 | $18,088-35.8% | $14,673-20.9% | $11,426+1.6% |