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 | $212,309 | $167,307+26.9% | $143,757+47.7% | $134,475+57.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.60% | 0.46%-8.1pp | -0.04%-7.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $5,000 | $5,619-11.0% | $4,951+1.0% | $4,740+5.5% |
| Participant deferral / active EE | $5,790 | $6,446-10.2% | $5,637+2.7% | $6,400-9.5% |
| Admin fee / account holder | $373,689 | $18,088+1965.9% | $14,673+2446.8% | $11,426+3170.5% |