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 | $70,104 | $167,307-58.1% | $143,757-51.2% | $134,475-47.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.17% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,778 | $5,619-68.4% | $4,951-64.1% | $4,740-62.5% |
| Participant deferral / active EE | $4,589 | $6,446-28.8% | $5,637-18.6% | $6,400-28.3% |
| Admin fee / account holder | $6,127 | $18,088-66.1% | $14,673-58.2% | $11,426-46.4% |