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 | $49,535 | $167,307-70.4% | $143,757-65.5% | $134,475-63.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.06% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,509 | $5,619-73.1% | $4,951-69.5% | $4,740-68.2% |
| Participant deferral / active EE | $2,290 | $6,446-64.5% | $5,637-59.4% | $6,400-64.2% |
| Admin fee / account holder | $1,484 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |