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 | $162,955 | $167,307-2.6% | $143,757+13.4% | $134,475+21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,222 | $5,619+28.5% | $4,951+45.9% | $4,740+52.4% |
| Participant deferral / active EE | $5,451 | $6,446-15.4% | $5,637-3.3% | $6,400-14.8% |
| Admin fee / account holder | $5,459 | $18,088-69.8% | $14,673-62.8% | $11,426-52.2% |