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 | $239,941 | $167,307+43.4% | $143,757+66.9% | $134,475+78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,255 | $5,619-6.5% | $4,951+6.1% | $4,740+10.9% |
| Participant deferral / active EE | $6,799 | $6,446+5.5% | $5,637+20.6% | $6,400+6.2% |
| Admin fee / account holder | $7,050 | $18,088-61.0% | $14,673-52.0% | $11,426-38.3% |