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 | $80,897 | $167,307-51.6% | $143,757-43.7% | $134,475-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.13% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,580 | $5,619-71.9% | $4,951-68.1% | $4,740-66.7% |
| Participant deferral / active EE | $5,110 | $6,446-20.7% | $5,637-9.4% | $6,400-20.2% |
| Admin fee / account holder | $1,416 | $18,088-92.2% | $14,673-90.4% | $11,426-87.6% |