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 | $163,293 | $167,307-2.4% | $143,757+13.6% | $134,475+21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.70% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $7,065 | $5,619+25.7% | $4,951+42.7% | $4,740+49.1% |
| Participant deferral / active EE | $9,694 | $6,446+50.4% | $5,637+72.0% | $6,400+51.5% |
| Admin fee / account holder | $114,962 | $18,088+535.6% | $14,673+683.5% | $11,426+906.2% |