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 8-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 | $165,493 | $167,307-1.1% | $143,757+15.1% | $134,475+23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,020 | $5,619-46.3% | $4,951-39.0% | $4,740-36.3% |
| Participant deferral / active EE | $15,641 | $6,446+142.6% | $5,637+177.5% | $6,400+144.4% |
| Admin fee / account holder | $7,202 | $18,088-60.2% | $14,673-50.9% | $11,426-37.0% |