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 | $220,906 | $167,307+32.0% | $143,757+53.7% | $134,475+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.90% | 0.46%-11.4pp | -0.04%-10.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $6,726 | $5,619+19.7% | $4,951+35.9% | $4,740+41.9% |
| Participant deferral / active EE | $6,667 | $6,446+3.4% | $5,637+18.3% | $6,400+4.2% |
| Admin fee / account holder | $167,683 | $18,088+827.0% | $14,673+1042.8% | $11,426+1367.6% |