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 | $77,144 | $167,307-53.9% | $143,757-46.3% | $134,475-42.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.51% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,827 | $5,619-14.1% | $4,951-2.5% | $4,740+1.8% |
| Participant deferral / active EE | $13,370 | $6,446+107.4% | $5,637+137.2% | $6,400+108.9% |
| Admin fee / account holder | $19,144 | $18,088+5.8% | $14,673+30.5% | $11,426+67.6% |