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 | $197,395 | $167,307+18.0% | $143,757+37.3% | $134,475+46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.11% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,875 | $5,619+4.6% | $4,951+18.7% | $4,740+24.0% |
| Participant deferral / active EE | $5,297 | $6,446-17.8% | $5,637-6.0% | $6,400-17.2% |
| Admin fee / account holder | $1,182 | $18,088-93.5% | $14,673-91.9% | $11,426-89.7% |