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 | $166,714 | $90,519+84.2% | $93,789+77.8% | $134,475+24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.43% | -15.72%+0.3pp | -11.33%-4.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $29,119 | $4,343+570.5% | $4,323+573.7% | $4,740+514.4% |
| Participant deferral / active EE | $17,126 | $5,978+186.5% | $6,094+181.0% | $6,400+167.6% |
| Admin fee / account holder | $5,307 | $9,252-42.6% | $7,195-26.2% | $11,426-53.5% |