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 | $173,269 | $167,307+3.6% | $143,757+20.5% | $134,475+28.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.34% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,402 | $5,619+49.5% | $4,951+69.7% | $4,740+77.3% |
| Participant deferral / active EE | $9,282 | $6,446+44.0% | $5,637+64.7% | $6,400+45.0% |
| Admin fee / account holder | $1,063 | $18,088-94.1% | $14,673-92.8% | $11,426-90.7% |