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 | $176,948 | $167,307+5.8% | $143,757+23.1% | $134,475+31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.25% | 0.46%-12.7pp | -0.04%-12.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $6,423 | $5,619+14.3% | $4,951+29.7% | $4,740+35.5% |
| Participant deferral / active EE | $6,631 | $6,446+2.9% | $5,637+17.6% | $6,400+3.6% |
| Admin fee / account holder | $2,886 | $18,088-84.0% | $14,673-80.3% | $11,426-74.7% |