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 | $228,068 | $167,307+36.3% | $143,757+58.6% | $134,475+69.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $8,671 | $5,619+54.3% | $4,951+75.1% | $4,740+82.9% |
| Participant deferral / active EE | $9,934 | $6,446+54.1% | $5,637+76.2% | $6,400+55.2% |
| Admin fee / account holder | $6,178 | $18,088-65.8% | $14,673-57.9% | $11,426-45.9% |