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 | $189,472 | $167,307+13.2% | $143,757+31.8% | $134,475+40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $29,065 | $5,619+417.3% | $4,951+487.1% | $4,740+513.2% |
| Participant deferral / active EE | $15,603 | $6,446+142.1% | $5,637+176.8% | $6,400+143.8% |
| Admin fee / account holder | $586 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |