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 | $160,950 | $167,307-3.8% | $143,757+12.0% | $134,475+19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.10% | 0.46%-2.6pp | -0.04%-2.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $1,424 | $5,619-74.7% | $4,951-71.2% | $4,740-70.0% |
| Participant deferral / active EE | $8,500 | $6,446+31.9% | $5,637+50.8% | $6,400+32.8% |
| Admin fee / account holder | $9,787 | $18,088-45.9% | $14,673-33.3% | $11,426-14.3% |