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 | $33,118 | $167,307-80.2% | $143,757-77.0% | $134,475-75.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.77% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,361 | $5,619-58.0% | $4,951-52.3% | $4,740-50.2% |
| Participant deferral / active EE | $3,046 | $6,446-52.7% | $5,637-46.0% | $6,400-52.4% |
| Admin fee / account holder | $30,816 | $18,088+70.4% | $14,673+110.0% | $11,426+169.7% |