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 | $140,582 | $167,307-16.0% | $143,757-2.2% | $134,475+4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,029 | $5,619-63.9% | $4,951-59.0% | $4,740-57.2% |
| Participant deferral / active EE | $7,793 | $6,446+20.9% | $5,637+38.2% | $6,400+21.8% |
| Admin fee / account holder | $5,186 | $18,088-71.3% | $14,673-64.7% | $11,426-54.6% |