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 | $111,723 | $167,307-33.2% | $143,757-22.3% | $134,475-16.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.64% | 0.46%-4.1pp | -0.04%-3.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $4,464 | $5,619-20.6% | $4,951-9.8% | $4,740-5.8% |
| Participant deferral / active EE | $10,982 | $6,446+70.4% | $5,637+94.8% | $6,400+71.6% |
| Admin fee / account holder | $9,467 | $18,088-47.7% | $14,673-35.5% | $11,426-17.1% |