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 | $214,430 | $167,307+28.2% | $143,757+49.2% | $134,475+59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,359 | $5,619-75.8% | $4,951-72.6% | $4,740-71.3% |
| Participant deferral / active EE | $6,257 | $6,446-2.9% | $5,637+11.0% | $6,400-2.2% |
| Admin fee / account holder | $1,360 | $18,088-92.5% | $14,673-90.7% | $11,426-88.1% |