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 | $99,616 | $100,754-1.1% | $86,677+14.9% | $134,475-25.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.13% | 29.04%-42.2pp | 35.91%-49.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $13,350 | $3,489+282.6% | $2,836+370.7% | $4,740+181.7% |
| Participant deferral / active EE | $27,823 | $5,338+421.2% | $4,656+497.6% | $6,400+334.7% |
| Admin fee / account holder | $1,295 | $10,926-88.1% | $7,493-82.7% | $11,426-88.7% |