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 | $103,392 | $167,307-38.2% | $143,757-28.1% | $134,475-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.61% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $21,929 | $5,619+290.2% | $4,951+342.9% | $4,740+362.7% |
| Participant deferral / active EE | $4,100 | $6,446-36.4% | $5,637-27.3% | $6,400-35.9% |
| Admin fee / account holder | $300,972 | $18,088+1563.9% | $14,673+1951.2% | $11,426+2534.1% |