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 | $106,100 | $167,307-36.6% | $143,757-26.2% | $134,475-21.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.41% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,173 | $5,619-79.1% | $4,951-76.3% | $4,740-75.2% |
| Participant deferral / active EE | $4,853 | $6,446-24.7% | $5,637-13.9% | $6,400-24.2% |
| Admin fee / account holder | $1,293 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |