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 6-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 | $149,705 | $167,307-10.5% | $143,757+4.1% | $134,475+11.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.66% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,918 | $5,619-12.5% | $4,951-0.7% | $4,740+3.8% |
| Participant deferral / active EE | $7,620 | $6,446+18.2% | $5,637+35.2% | $6,400+19.1% |
| Admin fee / account holder | $1,760 | $18,088-90.3% | $14,673-88.0% | $11,426-84.6% |