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 | $148,083 | $167,307-11.5% | $143,757+3.0% | $134,475+10.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.96% | 0.46%-6.4pp | -0.04%-5.9pp | 417.96%-423.9pp |
| Employer contribution / active EE | $1,791 | $5,619-68.1% | $4,951-63.8% | $4,740-62.2% |
| Participant deferral / active EE | $8,206 | $6,446+27.3% | $5,637+45.6% | $6,400+28.2% |
| Admin fee / account holder | $24,969 | $18,088+38.0% | $14,673+70.2% | $11,426+118.5% |