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 | $80,176 | $167,307-52.1% | $143,757-44.2% | $134,475-40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.74% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $15,706 | $5,619+179.5% | $4,951+217.2% | $4,740+231.4% |
| Participant deferral / active EE | $18,626 | $6,446+189.0% | $5,637+230.4% | $6,400+191.0% |
| Admin fee / account holder | $2,568 | $18,088-85.8% | $14,673-82.5% | $11,426-77.5% |