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 | $156,456 | $167,307-6.5% | $143,757+8.8% | $134,475+16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,804 | $5,619-14.5% | $4,951-3.0% | $4,740+1.4% |
| Participant deferral / active EE | $12,536 | $6,446+94.5% | $5,637+122.4% | $6,400+95.9% |
| Admin fee / account holder | $5,265 | $18,088-70.9% | $14,673-64.1% | $11,426-53.9% |