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 | $155,017 | $167,307-7.3% | $143,757+7.8% | $134,475+15.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.74% | 0.46%-8.2pp | -0.04%-7.7pp | 417.96%-425.7pp |
| Employer contribution / active EE | $9,987 | $5,619+77.7% | $4,951+101.7% | $4,740+110.7% |
| Participant deferral / active EE | $6,323 | $6,446-1.9% | $5,637+12.2% | $6,400-1.2% |
| Admin fee / account holder | $2,501 | $18,088-86.2% | $14,673-83.0% | $11,426-78.1% |