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 | $169,282 | $167,307+1.2% | $143,757+17.8% | $134,475+25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,632 | $5,619+0.2% | $4,951+13.8% | $4,740+18.8% |
| Participant deferral / active EE | $9,664 | $6,446+49.9% | $5,637+71.4% | $6,400+51.0% |
| Admin fee / account holder | $13,334 | $18,088-26.3% | $14,673-9.1% | $11,426+16.7% |