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 | $198,668 | $167,307+18.7% | $143,757+38.2% | $134,475+47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.72% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,378 | $5,619-39.9% | $4,951-31.8% | $4,740-28.7% |
| Participant deferral / active EE | $11,866 | $6,446+84.1% | $5,637+110.5% | $6,400+85.4% |
| Admin fee / account holder | $4,133 | $18,088-77.2% | $14,673-71.8% | $11,426-63.8% |