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 | $42,388 | $167,307-74.7% | $143,757-70.5% | $134,475-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.56% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,681 | $5,619-52.3% | $4,951-45.8% | $4,740-43.4% |
| Participant deferral / active EE | $6,182 | $6,446-4.1% | $5,637+9.7% | $6,400-3.4% |
| Admin fee / account holder | $13,950 | $18,088-22.9% | $14,673-4.9% | $11,426+22.1% |