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 | $170,961 | $167,307+2.2% | $143,757+18.9% | $134,475+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.26% | 0.46%-4.7pp | -0.04%-4.2pp | 417.96%-422.2pp |
| Employer contribution / active EE | $4,872 | $5,619-13.3% | $4,951-1.6% | $4,740+2.8% |
| Participant deferral / active EE | $7,556 | $6,446+17.2% | $5,637+34.0% | $6,400+18.1% |
| Admin fee / account holder | $54,905 | $18,088+203.5% | $14,673+274.2% | $11,426+380.5% |