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 | $174,615 | $167,307+4.4% | $143,757+21.5% | $134,475+29.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.56% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,886 | $5,619+4.8% | $4,951+18.9% | $4,740+24.2% |
| Participant deferral / active EE | $5,872 | $6,446-8.9% | $5,637+4.2% | $6,400-8.2% |
| Admin fee / account holder | $324 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |