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 | $224,986 | $95,862+134.7% | $79,550+182.8% | $134,475+67.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.93% | -2.69%-12.2pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $18,330 | $3,128+486.0% | $2,413+659.6% | $4,740+286.7% |
| Participant deferral / active EE | $10,706 | $4,693+128.1% | $3,985+168.7% | $6,400+67.3% |
| Admin fee / account holder | $1,584 | $9,126-82.6% | $6,832-76.8% | $11,426-86.1% |