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 | $45,103 | $167,307-73.0% | $143,757-68.6% | $134,475-66.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.10% | 0.46%-0.6pp | -0.04%-0.1pp | 417.96%-418.1pp |
| Employer contribution / active EE | $2,833 | $5,619-49.6% | $4,951-42.8% | $4,740-40.2% |
| Participant deferral / active EE | $5,798 | $6,446-10.0% | $5,637+2.9% | $6,400-9.4% |
| Admin fee / account holder | $1,239 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |