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 | $46,674 | $167,307-72.1% | $143,757-67.5% | $134,475-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.50% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,401 | $5,619-75.1% | $4,951-71.7% | $4,740-70.4% |
| Participant deferral / active EE | $2,951 | $6,446-54.2% | $5,637-47.6% | $6,400-53.9% |
| Admin fee / account holder | $8,910 | $18,088-50.7% | $14,673-39.3% | $11,426-22.0% |