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 | $189,843 | $167,307+13.5% | $143,757+32.1% | $134,475+41.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.29% | 0.46%-8.8pp | -0.04%-8.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $7,818 | $5,619+39.1% | $4,951+57.9% | $4,740+64.9% |
| Participant deferral / active EE | $4,033 | $6,446-37.4% | $5,637-28.4% | $6,400-37.0% |
| Admin fee / account holder | $1,687 | $18,088-90.7% | $14,673-88.5% | $11,426-85.2% |