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 8-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 | $166,553 | $167,307-0.5% | $143,757+15.9% | $134,475+23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.58% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,175 | $5,619-7.9% | $4,951+4.5% | $4,740+9.2% |
| Participant deferral / active EE | $5,421 | $6,446-15.9% | $5,637-3.8% | $6,400-15.3% |
| Admin fee / account holder | $15,667 | $18,088-13.4% | $14,673+6.8% | $11,426+37.1% |