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 | $101,602 | $167,307-39.3% | $143,757-29.3% | $134,475-24.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.92% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,802 | $5,619-32.3% | $4,951-23.2% | $4,740-19.8% |
| Participant deferral / active EE | $10,697 | $6,446+66.0% | $5,637+89.8% | $6,400+67.2% |
| Admin fee / account holder | $2,559 | $18,088-85.9% | $14,673-82.6% | $11,426-77.6% |