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 7-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 | $163,859 | $167,307-2.1% | $143,757+14.0% | $134,475+21.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.68% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $18,134 | $5,619+222.7% | $4,951+266.3% | $4,740+282.6% |
| Participant deferral / active EE | $12,236 | $6,446+89.8% | $5,637+117.1% | $6,400+91.2% |
| Admin fee / account holder | $2,001 | $18,088-88.9% | $14,673-86.4% | $11,426-82.5% |