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 | $148,599 | $167,307-11.2% | $143,757+3.4% | $134,475+10.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.06% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,738 | $5,619-51.3% | $4,951-44.7% | $4,740-42.2% |
| Participant deferral / active EE | $3,647 | $6,446-43.4% | $5,637-35.3% | $6,400-43.0% |
| Admin fee / account holder | $2,538 | $18,088-86.0% | $14,673-82.7% | $11,426-77.8% |