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 | $247,154 | $167,307+47.7% | $143,757+71.9% | $134,475+83.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $12,554 | $5,619+123.4% | $4,951+153.6% | $4,740+164.9% |
| Participant deferral / active EE | $5,341 | $6,446-17.1% | $5,637-5.2% | $6,400-16.5% |
| Admin fee / account holder | $2,780 | $18,088-84.6% | $14,673-81.1% | $11,426-75.7% |