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 | $114,132 | $167,307-31.8% | $143,757-20.6% | $134,475-15.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,442 | $5,619-38.8% | $4,951-30.5% | $4,740-27.4% |
| Participant deferral / active EE | $4,540 | $6,446-29.6% | $5,637-19.5% | $6,400-29.1% |
| Admin fee / account holder | $2,963 | $18,088-83.6% | $14,673-79.8% | $11,426-74.1% |