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 | $170,002 | $167,307+1.6% | $143,757+18.3% | $134,475+26.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.21% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,576 | $5,619-54.2% | $4,951-48.0% | $4,740-45.7% |
| Participant deferral / active EE | $10,044 | $6,446+55.8% | $5,637+78.2% | $6,400+56.9% |
| Admin fee / account holder | $734 | $18,088-95.9% | $14,673-95.0% | $11,426-93.6% |