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 | $38,776 | $167,307-76.8% | $143,757-73.0% | $134,475-71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.68% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,662 | $5,619-70.4% | $4,951-66.4% | $4,740-64.9% |
| Participant deferral / active EE | $8,425 | $6,446+30.7% | $5,637+49.5% | $6,400+31.7% |
| Admin fee / account holder | $1,148 | $18,088-93.7% | $14,673-92.2% | $11,426-90.0% |