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 | $156,022 | $167,307-6.7% | $143,757+8.5% | $134,475+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $19,258 | $5,619+242.7% | $4,951+289.0% | $4,740+306.3% |
| Participant deferral / active EE | $15,833 | $6,446+145.6% | $5,637+180.9% | $6,400+147.4% |
| Admin fee / account holder | $21,709 | $18,088+20.0% | $14,673+48.0% | $11,426+90.0% |