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 | $37,877 | $147,167-74.3% | $111,392-66.0% | $135,375-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -8.13% | -4.44%-3.7pp | -2.06%-6.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,279 | $5,204-56.2% | $4,328-47.3% | $4,779-52.3% |
| Participant deferral / active EE | $4,150 | $6,565-36.8% | $5,567-25.5% | $5,609-26.0% |
| Admin fee / account holder | $1,370 | $20,270-93.2% | $12,266-88.8% | $10,827-87.3% |