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 | $236,386 | $167,307+41.3% | $143,757+64.4% | $134,475+75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.53% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $4,774 | $5,619-15.0% | $4,951-3.6% | $4,740+0.7% |
| Participant deferral / active EE | $6,357 | $6,446-1.4% | $5,637+12.8% | $6,400-0.7% |
| Admin fee / account holder | $3,600 | $18,088-80.1% | $14,673-75.5% | $11,426-68.5% |