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 | $27,940 | $167,307-83.3% | $143,757-80.6% | $134,475-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,315 | $5,619-5.4% | $4,951+7.4% | $4,740+12.1% |
| Participant deferral / active EE | $8,259 | $6,446+28.1% | $5,637+46.5% | $6,400+29.1% |
| Admin fee / account holder | $2,426 | $18,088-86.6% | $14,673-83.5% | $11,426-78.8% |