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 | $48,168 | $167,307-71.2% | $143,757-66.5% | $134,475-64.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $8,667 | $5,619+54.2% | $4,951+75.1% | $4,740+82.9% |
| Participant deferral / active EE | $5,117 | $6,446-20.6% | $5,637-9.2% | $6,400-20.0% |
| Admin fee / account holder | $1,917 | $18,088-89.4% | $14,673-86.9% | $11,426-83.2% |