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 | $29,093 | $167,307-82.6% | $143,757-79.8% | $134,475-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.08% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,931 | $5,619-65.6% | $4,951-61.0% | $4,740-59.3% |
| Participant deferral / active EE | $4,521 | $6,446-29.9% | $5,637-19.8% | $6,400-29.4% |
| Admin fee / account holder | $2,138 | $18,088-88.2% | $14,673-85.4% | $11,426-81.3% |