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 | $154,130 | $167,307-7.9% | $143,757+7.2% | $134,475+14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.50% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,973 | $5,619-47.1% | $4,951-39.9% | $4,740-37.3% |
| Participant deferral / active EE | $10,084 | $6,446+56.4% | $5,637+78.9% | $6,400+57.6% |
| Admin fee / account holder | $80,677 | $18,088+346.0% | $14,673+449.8% | $11,426+606.1% |