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 | $35,403 | $167,307-78.8% | $143,757-75.4% | $134,475-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.89% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,990 | $5,619-46.8% | $4,951-39.6% | $4,740-36.9% |
| Participant deferral / active EE | $2,740 | $6,446-57.5% | $5,637-51.4% | $6,400-57.2% |
| Admin fee / account holder | $708 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |