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 | $81,668 | $167,307-51.2% | $143,757-43.2% | $134,475-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.95% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,145 | $5,619-44.0% | $4,951-36.5% | $4,740-33.6% |
| Participant deferral / active EE | $8,649 | $6,446+34.2% | $5,637+53.4% | $6,400+35.1% |
| Admin fee / account holder | $1,716 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |