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 | $222,711 | $167,307+33.1% | $143,757+54.9% | $134,475+65.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.58% | 0.46%-4.0pp | -0.04%-3.5pp | 417.96%-421.5pp |
| Employer contribution / active EE | $13,736 | $5,619+144.4% | $4,951+177.4% | $4,740+189.8% |
| Participant deferral / active EE | $8,156 | $6,446+26.5% | $5,637+44.7% | $6,400+27.4% |
| Admin fee / account holder | $2,744 | $18,088-84.8% | $14,673-81.3% | $11,426-76.0% |