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 | $110,108 | $167,307-34.2% | $143,757-23.4% | $134,475-18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $8,763 | $5,619+55.9% | $4,951+77.0% | $4,740+84.9% |
| Participant deferral / active EE | $12,492 | $6,446+93.8% | $5,637+121.6% | $6,400+95.2% |
| Admin fee / account holder | $6,666 | $18,088-63.1% | $14,673-54.6% | $11,426-41.7% |