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 7-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 | $166,708 | $167,307-0.4% | $143,757+16.0% | $134,475+24.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,523 | $5,619-72.9% | $4,951-69.2% | $4,740-67.9% |
| Participant deferral / active EE | $4,282 | $6,446-33.6% | $5,637-24.0% | $6,400-33.1% |
| Admin fee / account holder | $329 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |