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 | $224,991 | $167,307+34.5% | $143,757+56.5% | $134,475+67.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.75% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,760 | $5,619-68.7% | $4,951-64.5% | $4,740-62.9% |
| Participant deferral / active EE | $7,725 | $6,446+19.8% | $5,637+37.0% | $6,400+20.7% |
| Admin fee / account holder | $2,105 | $18,088-88.4% | $14,673-85.7% | $11,426-81.6% |