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 | $241,596 | $167,307+44.4% | $143,757+68.1% | $134,475+79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.02% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,282 | $5,619-41.6% | $4,951-33.7% | $4,740-30.8% |
| Participant deferral / active EE | $4,223 | $6,446-34.5% | $5,637-25.1% | $6,400-34.0% |
| Admin fee / account holder | $554 | $18,088-96.9% | $14,673-96.2% | $11,426-95.2% |