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 | $123,118 | $167,307-26.4% | $143,757-14.4% | $134,475-8.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.70% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,523 | $5,619-55.1% | $4,951-49.0% | $4,740-46.8% |
| Participant deferral / active EE | $6,250 | $6,446-3.0% | $5,637+10.9% | $6,400-2.3% |
| Admin fee / account holder | $639 | $18,088-96.5% | $14,673-95.6% | $11,426-94.4% |