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 | $56,258 | $167,307-66.4% | $143,757-60.9% | $134,475-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.69% | 0.46%-5.2pp | -0.04%-4.7pp | 417.96%-422.7pp |
| Employer contribution / active EE | $9,122 | $5,619+62.3% | $4,951+84.3% | $4,740+92.5% |
| Participant deferral / active EE | $7,592 | $6,446+17.8% | $5,637+34.7% | $6,400+18.6% |
| Admin fee / account holder | $102,052 | $18,088+464.2% | $14,673+595.5% | $11,426+793.2% |