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 | $187,304 | $167,307+12.0% | $143,757+30.3% | $134,475+39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.06% | 0.46%-12.5pp | -0.04%-12.0pp | 417.96%-430.0pp |
| Employer contribution / active EE | $10,228 | $5,619+82.0% | $4,951+106.6% | $4,740+115.8% |
| Participant deferral / active EE | $5,410 | $6,446-16.1% | $5,637-4.0% | $6,400-15.5% |
| Admin fee / account holder | $648 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |