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 | $161,076 | $167,307-3.7% | $143,757+12.0% | $134,475+19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.03% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $14,657 | $5,619+160.8% | $4,951+196.0% | $4,740+209.2% |
| Participant deferral / active EE | $12,250 | $6,446+90.0% | $5,637+117.3% | $6,400+91.4% |
| Admin fee / account holder | $528 | $18,088-97.1% | $14,673-96.4% | $11,426-95.4% |