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 | $105,315 | $167,307-37.1% | $143,757-26.7% | $134,475-21.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.07% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $5,029 | $5,619-10.5% | $4,951+1.6% | $4,740+6.1% |
| Participant deferral / active EE | $3,726 | $6,446-42.2% | $5,637-33.9% | $6,400-41.8% |
| Admin fee / account holder | $19,271 | $18,088+6.5% | $14,673+31.3% | $11,426+68.7% |