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 | $174,338 | $167,307+4.2% | $143,757+21.3% | $134,475+29.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,804 | $5,619-50.1% | $4,951-43.4% | $4,740-40.8% |
| Participant deferral / active EE | $5,355 | $6,446-16.9% | $5,637-5.0% | $6,400-16.3% |
| Admin fee / account holder | $2,427 | $18,088-86.6% | $14,673-83.5% | $11,426-78.8% |