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 | $141,745 | $167,307-15.3% | $143,757-1.4% | $134,475+5.4% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -14.97% | 0.46%-15.4pp | -0.04%-14.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $10,717 | $5,619+90.7% | $4,951+116.5% | $4,740+126.1% |
| Participant deferral / active EE | $8,393 | $6,446+30.2% | $5,637+48.9% | $6,400+31.1% |
| Admin fee / account holder | $43,402 | $18,088+139.9% | $14,673+195.8% | $11,426+279.9% |