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 | $177,791 | $167,307+6.3% | $143,757+23.7% | $134,475+32.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.75% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,527 | $5,619-37.2% | $4,951-28.8% | $4,740-25.6% |
| Participant deferral / active EE | $3,373 | $6,446-47.7% | $5,637-40.2% | $6,400-47.3% |
| Admin fee / account holder | $123,684 | $18,088+583.8% | $14,673+742.9% | $11,426+982.5% |