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 | $147,132 | $105,860+39.0% | $90,749+62.1% | $134,475+9.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.16% | -11.01%-8.2pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,741 | $3,462+36.9% | $2,921+62.3% | $4,7400% |
| Participant deferral / active EE | $11,354 | $5,216+117.7% | $4,564+148.8% | $6,400+77.4% |
| Admin fee / account holder | $4,111 | $13,938-70.5% | $8,445-51.3% | $11,426-64.0% |