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 | $181,144 | $167,307+8.3% | $143,757+26.0% | $134,475+34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.30% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,850 | $5,619-31.5% | $4,951-22.2% | $4,740-18.8% |
| Participant deferral / active EE | $5,441 | $6,446-15.6% | $5,637-3.5% | $6,400-15.0% |
| Admin fee / account holder | $27,614 | $18,088+52.7% | $14,673+88.2% | $11,426+141.7% |