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 | $87,292 | $167,307-47.8% | $143,757-39.3% | $134,475-35.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,355 | $5,619-75.9% | $4,951-72.6% | $4,740-71.4% |
| Participant deferral / active EE | $2,785 | $6,446-56.8% | $5,637-50.6% | $6,400-56.5% |
| Admin fee / account holder | $4,625 | $18,088-74.4% | $14,673-68.5% | $11,426-59.5% |