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 | $223,749 | $142,344+57.2% | $119,609+87.1% | $134,475+66.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,641 | $5,222+46.3% | $4,232+80.6% | $4,740+61.2% |
| Participant deferral / active EE | $9,189 | $6,469+42.0% | $5,602+64.0% | $6,400+43.6% |
| Admin fee / account holder | $604 | $13,584-95.6% | $10,323-94.2% | $11,426-94.7% |