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 | $81,306 | $107,791-24.6% | $90,645-10.3% | $135,375-39.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.07% | -0.90%-7.2pp | 1.88%-10.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,188 | $3,018-60.6% | $2,532-53.1% | $4,779-75.1% |
| Participant deferral / active EE | $8,000 | $3,872+106.6% | $3,425+133.6% | $5,609+42.6% |
| Admin fee / account holder | $1,244 | $5,930-79.0% | $4,994-75.1% | $10,827-88.5% |