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 | $195,501 | $167,307+16.9% | $143,757+36.0% | $134,475+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.55% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,419 | $5,619-57.0% | $4,951-51.1% | $4,740-49.0% |
| Participant deferral / active EE | $9,771 | $6,446+51.6% | $5,637+73.3% | $6,400+52.7% |
| Admin fee / account holder | $1,094 | $18,088-94.0% | $14,673-92.5% | $11,426-90.4% |