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 | $62,029 | $167,307-62.9% | $143,757-56.9% | $134,475-53.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.77% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,643 | $5,619-53.0% | $4,951-46.6% | $4,740-44.2% |
| Participant deferral / active EE | $3,113 | $6,446-51.7% | $5,637-44.8% | $6,400-51.4% |
| Admin fee / account holder | $1,877 | $18,088-89.6% | $14,673-87.2% | $11,426-83.6% |