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 | $242,516 | $142,344+70.4% | $119,609+102.8% | $134,475+80.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.16% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $9,673 | $5,222+85.2% | $4,232+128.6% | $4,740+104.1% |
| Participant deferral / active EE | $2,134 | $6,469-67.0% | $5,602-61.9% | $6,400-66.7% |
| Admin fee / account holder | $881 | $13,584-93.5% | $10,323-91.5% | $11,426-92.3% |