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 | $153,928 | $167,307-8.0% | $143,757+7.1% | $134,475+14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.43% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,275 | $5,619-59.5% | $4,951-54.1% | $4,740-52.0% |
| Participant deferral / active EE | $9,601 | $6,446+49.0% | $5,637+70.3% | $6,400+50.0% |
| Admin fee / account holder | $1,447 | $18,088-92.0% | $14,673-90.1% | $11,426-87.3% |