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 | $166,223 | $167,307-0.6% | $143,757+15.6% | $134,475+23.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.92% | 0.46%-1.4pp | -0.04%-0.9pp | 417.96%-418.9pp |
| Employer contribution / active EE | $1,495 | $5,619-73.4% | $4,951-69.8% | $4,740-68.5% |
| Participant deferral / active EE | $9,857 | $6,446+52.9% | $5,637+74.9% | $6,400+54.0% |
| Admin fee / account holder | $8,333 | $18,088-53.9% | $14,673-43.2% | $11,426-27.1% |