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 | $97,871 | $167,307-41.5% | $143,757-31.9% | $134,475-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.62% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,133 | $5,619-44.2% | $4,951-36.7% | $4,740-33.9% |
| Participant deferral / active EE | $2,274 | $6,446-64.7% | $5,637-59.7% | $6,400-64.5% |
| Admin fee / account holder | $990 | $18,088-94.5% | $14,673-93.3% | $11,426-91.3% |