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 | $56,276 | $167,307-66.4% | $143,757-60.9% | $134,475-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.63% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,417 | $5,619-3.6% | $4,951+9.4% | $4,740+14.3% |
| Participant deferral / active EE | $4,177 | $6,446-35.2% | $5,637-25.9% | $6,400-34.7% |
| Admin fee / account holder | $880 | $18,088-95.1% | $14,673-94.0% | $11,426-92.3% |