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 4-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 | $180,954 | $167,307+8.2% | $143,757+25.9% | $134,475+34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,613 | $5,619-53.5% | $4,951-47.2% | $4,740-44.9% |
| Participant deferral / active EE | $13,000 | $6,446+101.7% | $5,637+130.6% | $6,400+103.1% |
| Admin fee / account holder | $545 | $18,088-97.0% | $14,673-96.3% | $11,426-95.2% |