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 | $158,760 | $167,307-5.1% | $143,757+10.4% | $134,475+18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.08% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $5,862 | $5,619+4.3% | $4,951+18.4% | $4,740+23.7% |
| Participant deferral / active EE | $2,583 | $6,446-59.9% | $5,637-54.2% | $6,400-59.6% |
| Admin fee / account holder | $1,712 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |