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 | $117,833 | $167,307-29.6% | $143,757-18.0% | $134,475-12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.41% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,229 | $5,619-42.5% | $4,951-34.8% | $4,740-31.9% |
| Participant deferral / active EE | $6,574 | $6,446+2.0% | $5,637+16.6% | $6,400+2.7% |
| Admin fee / account holder | $5,512 | $18,088-69.5% | $14,673-62.4% | $11,426-51.8% |