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 | $181,429 | $167,307+8.4% | $143,757+26.2% | $134,475+34.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.78% | 0.46%-8.2pp | -0.04%-7.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,436 | $5,619-74.4% | $4,951-71.0% | $4,740-69.7% |
| Participant deferral / active EE | $9,430 | $6,446+46.3% | $5,637+67.3% | $6,400+47.4% |
| Admin fee / account holder | $707 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |