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 | $219,783 | $167,307+31.4% | $143,757+52.9% | $134,475+63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.51% | 0.46%-7.0pp | -0.04%-6.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $6,308 | $5,619+12.3% | $4,951+27.4% | $4,740+33.1% |
| Participant deferral / active EE | $4,233 | $6,446-34.3% | $5,637-24.9% | $6,400-33.9% |
| Admin fee / account holder | $396 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |