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 | $226,344 | $167,307+35.3% | $143,757+57.4% | $134,475+68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.27% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $12,956 | $5,619+130.6% | $4,951+161.7% | $4,740+173.4% |
| Participant deferral / active EE | $11,728 | $6,446+81.9% | $5,637+108.0% | $6,400+83.3% |
| Admin fee / account holder | $596 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |