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 | $93,042 | $167,307-44.4% | $143,757-35.3% | $134,475-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.94% | 0.46%-10.4pp | -0.04%-9.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $8,589 | $5,619+52.8% | $4,951+73.5% | $4,740+81.2% |
| Participant deferral / active EE | $7,900 | $6,446+22.6% | $5,637+40.1% | $6,400+23.4% |
| Admin fee / account holder | $3,850 | $18,088-78.7% | $14,673-73.8% | $11,426-66.3% |