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 | $186,154 | $167,307+11.3% | $143,757+29.5% | $134,475+38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.77% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $22,535 | $5,619+301.0% | $4,951+355.2% | $4,740+375.5% |
| Participant deferral / active EE | $15,587 | $6,446+141.8% | $5,637+176.5% | $6,400+143.6% |
| Admin fee / account holder | $810 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |