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 | $206,234 | $167,307+23.3% | $143,757+43.5% | $134,475+53.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,222 | $5,619-7.1% | $4,951+5.5% | $4,740+10.2% |
| Participant deferral / active EE | $17,006 | $6,446+163.8% | $5,637+201.7% | $6,400+165.7% |
| Admin fee / account holder | $4,360 | $18,088-75.9% | $14,673-70.3% | $11,426-61.8% |