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 | $151,755 | $167,307-9.3% | $143,757+5.6% | $134,475+12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $10,720 | $5,619+90.8% | $4,951+116.5% | $4,740+126.2% |
| Participant deferral / active EE | $6,177 | $6,446-4.2% | $5,637+9.6% | $6,400-3.5% |
| Admin fee / account holder | $173,136 | $18,088+857.2% | $14,673+1080.0% | $11,426+1415.3% |