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 | $185,359 | $167,307+10.8% | $143,757+28.9% | $134,475+37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.61% | 0.46%-3.1pp | -0.04%-2.6pp | 417.96%-420.6pp |
| Employer contribution / active EE | $1,400 | $5,619-75.1% | $4,951-71.7% | $4,740-70.5% |
| Participant deferral / active EE | $4,712 | $6,446-26.9% | $5,637-16.4% | $6,400-26.4% |
| Admin fee / account holder | $3,499 | $18,088-80.7% | $14,673-76.2% | $11,426-69.4% |