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 | $236,052 | $87,540+169.7% | $75,781+211.5% | $125,391+88.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.31% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $25,556 | $3,930+550.3% | $3,323+669.0% | $4,866+425.2% |
| Participant deferral / active EE | $16,000 | $4,229+278.3% | $3,651+338.2% | $5,352+199.0% |
| Admin fee / account holder | $2,828 | $6,502-56.5% | $5,299-46.6% | $9,540-70.4% |