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 | $29,981 | $147,167-79.6% | $111,392-73.1% | $135,375-77.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.77% | -4.44%+1.7pp | -2.06%-0.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,230 | $5,204-57.2% | $4,328-48.5% | $4,779-53.3% |
| Participant deferral / active EE | $8,654 | $6,565+31.8% | $5,567+55.4% | $5,609+54.3% |
| Admin fee / account holder | $8,576 | $20,270-57.7% | $12,266-30.1% | $10,827-20.8% |