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 | $168,282 | $167,307+0.6% | $143,757+17.1% | $134,475+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.46%-14.3pp | -0.04%-13.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,167 | $5,619-25.8% | $4,951-15.8% | $4,740-12.1% |
| Participant deferral / active EE | $10,819 | $6,446+67.8% | $5,637+91.9% | $6,400+69.0% |
| Admin fee / account holder | $4,230 | $18,088-76.6% | $14,673-71.2% | $11,426-63.0% |