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 | $99,240 | $167,307-40.7% | $143,757-31.0% | $134,475-26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,569 | $5,619-36.5% | $4,951-27.9% | $4,740-24.7% |
| Participant deferral / active EE | $5,603 | $6,446-13.1% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $2,053 | $18,088-88.6% | $14,673-86.0% | $11,426-82.0% |