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 | $126,961 | $167,307-24.1% | $143,757-11.7% | $134,475-5.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,839 | $5,619-67.3% | $4,951-62.9% | $4,740-61.2% |
| Participant deferral / active EE | $5,191 | $6,446-19.5% | $5,637-7.9% | $6,400-18.9% |
| Admin fee / account holder | $1,943 | $18,088-89.3% | $14,673-86.8% | $11,426-83.0% |