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 | $60,071 | $167,307-64.1% | $143,757-58.2% | $134,475-55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.15% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,603 | $5,619-53.7% | $4,951-47.4% | $4,740-45.1% |
| Participant deferral / active EE | $6,151 | $6,446-4.6% | $5,637+9.1% | $6,400-3.9% |
| Admin fee / account holder | $1,446 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |