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 | $97,034 | $167,307-42.0% | $143,757-32.5% | $134,475-27.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.98% | 0.46%-9.4pp | -0.04%-8.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,801 | $5,619-68.0% | $4,951-63.6% | $4,740-62.0% |
| Participant deferral / active EE | $3,117 | $6,446-51.6% | $5,637-44.7% | $6,400-51.3% |
| Admin fee / account holder | $1,236 | $18,088-93.2% | $14,673-91.6% | $11,426-89.2% |