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 6-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 | $231,211 | $105,860+118.4% | $90,749+154.8% | $134,475+71.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.55% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,105 | $3,462+220.7% | $2,921+280.2% | $4,740+134.3% |
| Participant deferral / active EE | $12,632 | $5,216+142.2% | $4,564+176.8% | $6,400+97.4% |
| Admin fee / account holder | $1,253 | $13,938-91.0% | $8,445-85.2% | $11,426-89.0% |