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 | $192,532 | $167,307+15.1% | $143,757+33.9% | $134,475+43.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.95% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,167 | $5,619-25.8% | $4,951-15.8% | $4,740-12.1% |
| Participant deferral / active EE | $6,191 | $6,446-4.0% | $5,637+9.8% | $6,400-3.3% |
| Admin fee / account holder | $2,803 | $18,088-84.5% | $14,673-80.9% | $11,426-75.5% |