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 | $96,174 | $167,307-42.5% | $143,757-33.1% | $134,475-28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.77% | 0.46%-3.2pp | -0.04%-2.7pp | 417.96%-420.7pp |
| Employer contribution / active EE | $4,420 | $5,619-21.3% | $4,951-10.7% | $4,740-6.8% |
| Participant deferral / active EE | $3,362 | $6,446-47.8% | $5,637-40.4% | $6,400-47.5% |
| Admin fee / account holder | $56,765 | $18,088+213.8% | $14,673+286.9% | $11,426+396.8% |