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 | $163,783 | $167,307-2.1% | $143,757+13.9% | $134,475+21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,124 | $5,619-44.4% | $4,951-36.9% | $4,740-34.1% |
| Participant deferral / active EE | $5,373 | $6,446-16.6% | $5,637-4.7% | $6,400-16.0% |
| Admin fee / account holder | $22,947 | $18,088+26.9% | $14,673+56.4% | $11,426+100.8% |