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 | $157,876 | $167,307-5.6% | $143,757+9.8% | $134,475+17.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.82% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,793 | $5,619-68.1% | $4,951-63.8% | $4,740-62.2% |
| Participant deferral / active EE | $5,216 | $6,446-19.1% | $5,637-7.5% | $6,400-18.5% |
| Admin fee / account holder | $2,195 | $18,088-87.9% | $14,673-85.0% | $11,426-80.8% |