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 | $61,401 | $167,307-63.3% | $143,757-57.3% | $134,475-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.88% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $2,181 | $5,619-61.2% | $4,951-56.0% | $4,740-54.0% |
| Participant deferral / active EE | $4,766 | $6,446-26.1% | $5,637-15.5% | $6,400-25.5% |
| Admin fee / account holder | $1,215 | $18,088-93.3% | $14,673-91.7% | $11,426-89.4% |