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 | $146,112 | $95,862+52.4% | $79,550+83.7% | $134,475+8.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.24% | -2.69%-14.6pp | 0.16%-17.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $8,885 | $3,128+184.0% | $2,413+268.2% | $4,740+87.5% |
| Participant deferral / active EE | $8,200 | $4,693+74.7% | $3,985+105.8% | $6,400+28.1% |
| Admin fee / account holder | $1,375 | $9,126-84.9% | $6,832-79.9% | $11,426-88.0% |