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 | $85,528 | $167,307-48.9% | $143,757-40.5% | $134,475-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.91% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $8,591 | $5,619+52.9% | $4,951+73.5% | $4,740+81.3% |
| Participant deferral / active EE | $8,484 | $6,446+31.6% | $5,637+50.5% | $6,400+32.6% |
| Admin fee / account holder | $635 | $18,088-96.5% | $14,673-95.7% | $11,426-94.4% |