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 | $155,963 | $167,307-6.8% | $143,757+8.5% | $134,475+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,397 | $5,619-21.7% | $4,951-11.2% | $4,740-7.2% |
| Participant deferral / active EE | $14,901 | $6,446+131.2% | $5,637+164.3% | $6,400+132.8% |
| Admin fee / account holder | $5,431 | $18,088-70.0% | $14,673-63.0% | $11,426-52.5% |