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 | $24,438 | $167,307-85.4% | $143,757-83.0% | $134,475-81.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.17% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,260 | $5,619-59.8% | $4,951-54.4% | $4,740-52.3% |
| Participant deferral / active EE | $5,650 | $6,446-12.4% | $5,637+0.2% | $6,400-11.7% |
| Admin fee / account holder | $58,349 | $18,088+222.6% | $14,673+297.7% | $11,426+410.7% |