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 | $181,413 | $142,344+27.4% | $119,609+51.7% | $134,475+34.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $12,827 | $5,222+145.6% | $4,232+203.1% | $4,740+170.6% |
| Participant deferral / active EE | $13,670 | $6,469+111.3% | $5,602+144.0% | $6,400+113.6% |
| Admin fee / account holder | $306 | $13,584-97.7% | $10,323-97.0% | $11,426-97.3% |