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 | $46,725 | $167,307-72.1% | $143,757-67.5% | $134,475-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,348 | $5,619-22.6% | $4,951-12.2% | $4,740-8.3% |
| Participant deferral / active EE | $11,263 | $6,446+74.7% | $5,637+99.8% | $6,400+76.0% |
| Admin fee / account holder | $860 | $18,088-95.2% | $14,673-94.1% | $11,426-92.5% |