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 | $42,215 | $167,307-74.8% | $143,757-70.6% | $134,475-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,948 | $5,619-65.3% | $4,951-60.7% | $4,740-58.9% |
| Participant deferral / active EE | $2,226 | $6,446-65.5% | $5,637-60.5% | $6,400-65.2% |
| Admin fee / account holder | $1,558 | $18,088-91.4% | $14,673-89.4% | $11,426-86.4% |