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 4-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 | $240,517 | $167,307+43.8% | $143,757+67.3% | $134,475+78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.76% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,456 | $5,619-38.5% | $4,951-30.2% | $4,740-27.1% |
| Participant deferral / active EE | $3,333 | $6,446-48.3% | $5,637-40.9% | $6,400-47.9% |
| Admin fee / account holder | $13,847 | $18,088-23.4% | $14,673-5.6% | $11,426+21.2% |