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 | $186,689 | $167,307+11.6% | $143,757+29.9% | $134,475+38.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.89% | 0.46%-16.4pp | -0.04%-15.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,389 | $5,619-75.3% | $4,951-72.0% | $4,740-70.7% |
| Participant deferral / active EE | $2,604 | $6,446-59.6% | $5,637-53.8% | $6,400-59.3% |
| Admin fee / account holder | $12,403 | $18,088-31.4% | $14,673-15.5% | $11,426+8.6% |