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 | $194,477 | $167,307+16.2% | $143,757+35.3% | $134,475+44.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $6,518 | $5,619+16.0% | $4,951+31.6% | $4,740+37.5% |
| Participant deferral / active EE | $5,113 | $6,446-20.7% | $5,637-9.3% | $6,400-20.1% |
| Admin fee / account holder | $1,120 | $18,088-93.8% | $14,673-92.4% | $11,426-90.2% |