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 | $46,249 | $167,307-72.4% | $143,757-67.8% | $134,475-65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,911 | $5,619-48.2% | $4,951-41.2% | $4,740-38.6% |
| Participant deferral / active EE | $6,484 | $6,446+0.6% | $5,637+15.0% | $6,400+1.3% |
| Admin fee / account holder | $175,395 | $18,088+869.7% | $14,673+1095.4% | $11,426+1435.1% |