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 | $165,567 | $167,307-1.0% | $143,757+15.2% | $134,475+23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.40% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,879 | $5,619+58.0% | $4,951+79.3% | $4,740+87.3% |
| Participant deferral / active EE | $8,893 | $6,446+38.0% | $5,637+57.8% | $6,400+39.0% |
| Admin fee / account holder | $2,028 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |