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 | $211,239 | $131,829+60.2% | $108,579+94.5% | $273,961-22.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $15,299 | $4,912+211.4% | $3,758+307.1% | $4,869+214.2% |
| Participant deferral / active EE | $2,241 | $5,127-56.3% | $4,311-48.0% | $5,287-57.6% |
| Admin fee / account holder | $403 | $10,252-96.1% | $7,645-94.7% | $10,132-96.0% |