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 | $215,416 | $167,307+28.8% | $143,757+49.8% | $134,475+60.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.12% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,281 | $5,619-59.4% | $4,951-53.9% | $4,740-51.9% |
| Participant deferral / active EE | $9,134 | $6,446+41.7% | $5,637+62.0% | $6,400+42.7% |
| Admin fee / account holder | $2,020 | $18,088-88.8% | $14,673-86.2% | $11,426-82.3% |