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 | $36,074 | $167,307-78.4% | $143,757-74.9% | $134,475-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $6,200 | $5,619+10.3% | $4,951+25.2% | $4,740+30.8% |
| Participant deferral / active EE | $4,643 | $6,446-28.0% | $5,637-17.6% | $6,400-27.4% |
| Admin fee / account holder | $3,309 | $18,088-81.7% | $14,673-77.4% | $11,426-71.0% |