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 | $245,161 | $167,307+46.5% | $143,757+70.5% | $134,475+82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.21% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $4,171 | $5,619-25.8% | $4,951-15.7% | $4,740-12.0% |
| Participant deferral / active EE | $11,725 | $6,446+81.9% | $5,637+108.0% | $6,400+83.2% |
| Admin fee / account holder | $3,881 | $18,088-78.5% | $14,673-73.6% | $11,426-66.0% |