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 | $144,798 | $167,307-13.5% | $143,757+0.7% | $134,475+7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.10% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $9,200 | $5,619+63.7% | $4,951+85.8% | $4,740+94.1% |
| Participant deferral / active EE | $5,154 | $6,446-20.0% | $5,637-8.6% | $6,400-19.5% |
| Admin fee / account holder | $12,626 | $18,088-30.2% | $14,673-14.0% | $11,426+10.5% |