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 | $69,154 | $95,193-27.4% | $76,523-9.6% | $135,375-48.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 4.85%-14.0pp | -0.27%-8.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,180 | $3,302-34.0% | $2,647-17.6% | $4,779-54.4% |
| Participant deferral / active EE | $3,765 | $4,639-18.9% | $3,835-1.8% | $5,609-32.9% |
| Admin fee / account holder | $554 | $6,249-91.1% | $4,848-88.6% | $10,827-94.9% |