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 | $240,113 | $167,307+43.5% | $143,757+67.0% | $134,475+78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.04% | 0.46%-9.5pp | -0.04%-9.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $9,078 | $5,619+61.6% | $4,951+83.4% | $4,740+91.5% |
| Participant deferral / active EE | $11,434 | $6,446+77.4% | $5,637+102.8% | $6,400+78.7% |
| Admin fee / account holder | $932 | $18,088-94.8% | $14,673-93.6% | $11,426-91.8% |