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 9-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 | $146,709 | $167,307-12.3% | $143,757+2.1% | $134,475+9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,587 | $5,619-36.2% | $4,951-27.5% | $4,740-24.3% |
| Participant deferral / active EE | $8,852 | $6,446+37.3% | $5,637+57.0% | $6,400+38.3% |
| Admin fee / account holder | $40,106 | $18,088+121.7% | $14,673+173.3% | $11,426+251.0% |