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 | $214,080 | $167,307+28.0% | $143,757+48.9% | $134,475+59.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.70% | 0.46%-9.2pp | -0.04%-8.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $10,758 | $5,619+91.4% | $4,951+117.3% | $4,740+127.0% |
| Participant deferral / active EE | $7,320 | $6,446+13.6% | $5,637+29.9% | $6,400+14.4% |
| Admin fee / account holder | $830 | $18,088-95.4% | $14,673-94.3% | $11,426-92.7% |