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 | $168,813 | $167,307+0.9% | $143,757+17.4% | $134,475+25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.02% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $16,060 | $5,619+185.8% | $4,951+224.4% | $4,740+238.8% |
| Participant deferral / active EE | $11,636 | $6,446+80.5% | $5,637+106.4% | $6,400+81.8% |
| Admin fee / account holder | $1,293 | $18,088-92.9% | $14,673-91.2% | $11,426-88.7% |