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 | $181,480 | $167,307+8.5% | $143,757+26.2% | $134,475+35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.71% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $7,117 | $5,619+26.6% | $4,951+43.7% | $4,740+50.2% |
| Participant deferral / active EE | $7,684 | $6,446+19.2% | $5,637+36.3% | $6,400+20.1% |
| Admin fee / account holder | $1,389 | $18,088-92.3% | $14,673-90.5% | $11,426-87.8% |