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 | $172,794 | $167,307+3.3% | $143,757+20.2% | $134,475+28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,305 | $5,619+12.2% | $4,951+27.3% | $4,740+33.0% |
| Participant deferral / active EE | $6,698 | $6,446+3.9% | $5,637+18.8% | $6,400+4.7% |
| Admin fee / account holder | $51,766 | $18,088+186.2% | $14,673+252.8% | $11,426+353.1% |