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 | $30,195 | $167,307-82.0% | $143,757-79.0% | $134,475-77.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.18% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,372 | $5,619-57.8% | $4,951-52.1% | $4,740-50.0% |
| Participant deferral / active EE | $3,932 | $6,446-39.0% | $5,637-30.2% | $6,400-38.6% |
| Admin fee / account holder | $2,199 | $18,088-87.8% | $14,673-85.0% | $11,426-80.8% |