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 | $226,359 | $167,307+35.3% | $143,757+57.5% | $134,475+68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.60% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $11,617 | $5,619+106.7% | $4,951+134.6% | $4,740+145.1% |
| Participant deferral / active EE | $5,981 | $6,446-7.2% | $5,637+6.1% | $6,400-6.5% |
| Admin fee / account holder | $4,924 | $18,088-72.8% | $14,673-66.4% | $11,426-56.9% |