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 | $134,540 | $167,307-19.6% | $143,757-6.4% | $134,4750% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.33% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,901 | $5,619-30.6% | $4,951-21.2% | $4,740-17.7% |
| Participant deferral / active EE | $16,000 | $6,446+148.2% | $5,637+183.8% | $6,400+150.0% |
| Admin fee / account holder | $573 | $18,088-96.8% | $14,673-96.1% | $11,426-95.0% |