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 | $63,780 | $167,307-61.9% | $143,757-55.6% | $134,475-52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.14% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $2,957 | $5,619-47.4% | $4,951-40.3% | $4,740-37.6% |
| Participant deferral / active EE | $5,094 | $6,446-21.0% | $5,637-9.6% | $6,400-20.4% |
| Admin fee / account holder | $569 | $18,088-96.9% | $14,673-96.1% | $11,426-95.0% |