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 | $175,546 | $167,307+4.9% | $143,757+22.1% | $134,475+30.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,909 | $5,619+76.4% | $4,951+100.2% | $4,740+109.1% |
| Participant deferral / active EE | $7,763 | $6,446+20.4% | $5,637+37.7% | $6,400+21.3% |
| Admin fee / account holder | $4,108 | $18,088-77.3% | $14,673-72.0% | $11,426-64.0% |