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 | $83,631 | $167,307-50.0% | $143,757-41.8% | $134,475-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.37% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,476 | $5,619-73.7% | $4,951-70.2% | $4,740-68.9% |
| Participant deferral / active EE | $6,245 | $6,446-3.1% | $5,637+10.8% | $6,400-2.4% |
| Admin fee / account holder | $30,219 | $18,088+67.1% | $14,673+106.0% | $11,426+164.5% |