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 | $128,384 | $167,307-23.3% | $143,757-10.7% | $134,475-4.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.72% | 0.46%-7.2pp | -0.04%-6.7pp | 417.96%-424.7pp |
| Employer contribution / active EE | $2,252 | $5,619-59.9% | $4,951-54.5% | $4,740-52.5% |
| Participant deferral / active EE | $4,577 | $6,446-29.0% | $5,637-18.8% | $6,400-28.5% |
| Admin fee / account holder | $880 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |