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 | $69,034 | $167,307-58.7% | $143,757-52.0% | $134,475-48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.47% | 0.46%-5.9pp | -0.04%-5.4pp | 417.96%-423.4pp |
| Employer contribution / active EE | $1,928 | $5,619-65.7% | $4,951-61.1% | $4,740-59.3% |
| Participant deferral / active EE | $4,850 | $6,446-24.8% | $5,637-14.0% | $6,400-24.2% |
| Admin fee / account holder | $41,305 | $18,088+128.4% | $14,673+181.5% | $11,426+261.5% |