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 | $31,700 | $167,307-81.1% | $143,757-77.9% | $134,475-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,744 | $5,619-69.0% | $4,951-64.8% | $4,740-63.2% |
| Participant deferral / active EE | $4,560 | $6,446-29.3% | $5,637-19.1% | $6,400-28.8% |
| Admin fee / account holder | $3,796 | $18,088-79.0% | $14,673-74.1% | $11,426-66.8% |