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 | $61,211 | $167,307-63.4% | $143,757-57.4% | $134,475-54.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.03% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,606 | $5,619-71.4% | $4,951-67.6% | $4,740-66.1% |
| Participant deferral / active EE | $3,287 | $6,446-49.0% | $5,637-41.7% | $6,400-48.6% |
| Admin fee / account holder | $28,941 | $18,088+60.0% | $14,673+97.2% | $11,426+153.3% |