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 | $43,386 | $147,167-70.5% | $111,392-61.1% | $135,375-68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.99% | -4.44%-0.5pp | -2.06%-2.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $6,045 | $5,204+16.2% | $4,328+39.7% | $4,779+26.5% |
| Participant deferral / active EE | $10,899 | $6,565+66.0% | $5,567+95.8% | $5,609+94.3% |
| Admin fee / account holder | $1,832 | $20,270-91.0% | $12,266-85.1% | $10,827-83.1% |