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 | $58,119 | $167,307-65.3% | $143,757-59.6% | $134,475-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.48% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,889 | $5,619-66.4% | $4,951-61.8% | $4,740-60.1% |
| Participant deferral / active EE | $2,293 | $6,446-64.4% | $5,637-59.3% | $6,400-64.2% |
| Admin fee / account holder | $836 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |