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 | $39,769 | $167,307-76.2% | $143,757-72.3% | $134,475-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,491 | $5,619-73.5% | $4,951-69.9% | $4,740-68.5% |
| Participant deferral / active EE | $4,611 | $6,446-28.5% | $5,637-18.2% | $6,400-27.9% |
| Admin fee / account holder | $1,078 | $18,088-94.0% | $14,673-92.7% | $11,426-90.6% |