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 6-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 | $147,702 | $167,307-11.7% | $143,757+2.7% | $134,475+9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.25% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,590 | $5,619-53.9% | $4,951-47.7% | $4,740-45.4% |
| Participant deferral / active EE | $7,242 | $6,446+12.4% | $5,637+28.5% | $6,400+13.2% |
| Admin fee / account holder | $5,312 | $18,088-70.6% | $14,673-63.8% | $11,426-53.5% |