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 | $185,412 | $167,307+10.8% | $143,757+29.0% | $134,475+37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.99% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,639 | $5,619-70.8% | $4,951-66.9% | $4,740-65.4% |
| Participant deferral / active EE | $7,643 | $6,446+18.6% | $5,637+35.6% | $6,400+19.4% |
| Admin fee / account holder | $9,293 | $18,088-48.6% | $14,673-36.7% | $11,426-18.7% |