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 | $172,107 | $167,307+2.9% | $143,757+19.7% | $134,475+28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.98% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $8,250 | $5,619+46.8% | $4,951+66.6% | $4,740+74.1% |
| Participant deferral / active EE | $6,150 | $6,446-4.6% | $5,637+9.1% | $6,400-3.9% |
| Admin fee / account holder | $1,312 | $18,088-92.7% | $14,673-91.1% | $11,426-88.5% |