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 | $161,247 | $167,307-3.6% | $143,757+12.2% | $134,475+19.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.64% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,187 | $5,619-61.1% | $4,951-55.8% | $4,740-53.9% |
| Participant deferral / active EE | $5,201 | $6,446-19.3% | $5,637-7.7% | $6,400-18.7% |
| Admin fee / account holder | $8,137 | $18,088-55.0% | $14,673-44.5% | $11,426-28.8% |