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 | $225,178 | $167,307+34.6% | $143,757+56.6% | $134,475+67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.27% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $10,563 | $5,619+88.0% | $4,951+113.4% | $4,740+122.9% |
| Participant deferral / active EE | $11,432 | $6,446+77.4% | $5,637+102.8% | $6,400+78.6% |
| Admin fee / account holder | $3,067 | $18,088-83.0% | $14,673-79.1% | $11,426-73.2% |