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 | $46,986 | $167,307-71.9% | $143,757-67.3% | $134,475-65.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.45% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,321 | $5,619-58.7% | $4,951-53.1% | $4,740-51.0% |
| Participant deferral / active EE | $2,817 | $6,446-56.3% | $5,637-50.0% | $6,400-56.0% |
| Admin fee / account holder | $461 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |