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 | $150,716 | $167,307-9.9% | $143,757+4.8% | $134,475+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.23% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $16,402 | $5,619+191.9% | $4,951+231.3% | $4,740+246.1% |
| Participant deferral / active EE | $10,310 | $6,446+59.9% | $5,637+82.9% | $6,400+61.1% |
| Admin fee / account holder | $34,862 | $18,088+92.7% | $14,673+137.6% | $11,426+205.1% |