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 | $90,454 | $167,307-45.9% | $143,757-37.1% | $134,475-32.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.63% | 0.46%-4.1pp | -0.04%-3.6pp | 417.96%-421.6pp |
| Employer contribution / active EE | $4,748 | $5,619-15.5% | $4,951-4.1% | $4,740+0.2% |
| Participant deferral / active EE | $10,291 | $6,446+59.7% | $5,637+82.6% | $6,400+60.8% |
| Admin fee / account holder | $474 | $18,088-97.4% | $14,673-96.8% | $11,426-95.8% |