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 | $23,322 | $167,307-86.1% | $143,757-83.8% | $134,475-82.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.35% | 0.46%-3.8pp | -0.04%-3.3pp | 417.96%-421.3pp |
| Employer contribution / active EE | $3,675 | $5,619-34.6% | $4,951-25.8% | $4,740-22.5% |
| Participant deferral / active EE | $5,353 | $6,446-17.0% | $5,637-5.0% | $6,400-16.4% |
| Admin fee / account holder | $157,291 | $18,088+769.6% | $14,673+972.0% | $11,426+1276.6% |