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 | $161,559 | $167,307-3.4% | $143,757+12.4% | $134,475+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $11,865 | $5,619+111.1% | $4,951+139.6% | $4,740+150.3% |
| Participant deferral / active EE | $7,403 | $6,446+14.9% | $5,637+31.3% | $6,400+15.7% |
| Admin fee / account holder | $1,836 | $18,088-89.9% | $14,673-87.5% | $11,426-83.9% |