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 | $215,779 | $95,862+125.1% | $79,550+171.3% | $134,475+60.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -17.49% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,005 | $3,128-3.9% | $2,413+24.5% | $4,740-36.6% |
| Participant deferral / active EE | $6,737 | $4,693+43.5% | $3,985+69.0% | $6,400+5.3% |
| Admin fee / account holder | $878 | $9,126-90.4% | $6,832-87.1% | $11,426-92.3% |