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 | $84,779 | $167,307-49.3% | $143,757-41.0% | $134,475-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.47% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,877 | $5,619-66.6% | $4,951-62.1% | $4,740-60.4% |
| Participant deferral / active EE | $4,828 | $6,446-25.1% | $5,637-14.4% | $6,400-24.6% |
| Admin fee / account holder | $427 | $18,088-97.6% | $14,673-97.1% | $11,426-96.3% |