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 | $63,678 | $167,307-61.9% | $143,757-55.7% | $134,475-52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.03% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,765 | $5,619-68.6% | $4,951-64.3% | $4,740-62.8% |
| Participant deferral / active EE | $6,010 | $6,446-6.8% | $5,637+6.6% | $6,400-6.1% |
| Admin fee / account holder | $550 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |