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 | $189,260 | $167,307+13.1% | $143,757+31.7% | $134,475+40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,777 | $5,619-50.6% | $4,951-43.9% | $4,740-41.4% |
| Participant deferral / active EE | $6,724 | $6,446+4.3% | $5,637+19.3% | $6,400+5.1% |
| Admin fee / account holder | $3,980 | $18,088-78.0% | $14,673-72.9% | $11,426-65.2% |