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 | $96,351 | $167,307-42.4% | $143,757-33.0% | $134,475-28.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.47% | 0.46%-8.9pp | -0.04%-8.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,500 | $5,619-73.3% | $4,951-69.7% | $4,740-68.4% |
| Participant deferral / active EE | $3,784 | $6,446-41.3% | $5,637-32.9% | $6,400-40.9% |
| Admin fee / account holder | $449 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |