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 | $152,114 | $167,307-9.1% | $143,757+5.8% | $134,475+13.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.42% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,310 | $5,619-41.1% | $4,951-33.1% | $4,740-30.2% |
| Participant deferral / active EE | $9,079 | $6,446+40.9% | $5,637+61.1% | $6,400+41.9% |
| Admin fee / account holder | $7,629 | $18,088-57.8% | $14,673-48.0% | $11,426-33.2% |