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 | $68,298 | $167,307-59.2% | $143,757-52.5% | $134,475-49.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.58% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,355 | $5,619-22.5% | $4,951-12.0% | $4,740-8.1% |
| Participant deferral / active EE | $3,520 | $6,446-45.4% | $5,637-37.6% | $6,400-45.0% |
| Admin fee / account holder | $3,338 | $18,088-81.5% | $14,673-77.2% | $11,426-70.8% |