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 | $156,239 | $167,307-6.6% | $143,757+8.7% | $134,475+16.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.03% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $14,692 | $5,619+161.5% | $4,951+196.7% | $4,740+210.0% |
| Participant deferral / active EE | $8,135 | $6,446+26.2% | $5,637+44.3% | $6,400+27.1% |
| Admin fee / account holder | $27,714 | $18,088+53.2% | $14,673+88.9% | $11,426+142.6% |