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 | $198,963 | $167,307+18.9% | $143,757+38.4% | $134,475+48.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.30% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $17,328 | $5,619+208.4% | $4,951+250.0% | $4,740+265.6% |
| Participant deferral / active EE | $10,245 | $6,446+58.9% | $5,637+81.7% | $6,400+60.1% |
| Admin fee / account holder | $2,168 | $18,088-88.0% | $14,673-85.2% | $11,426-81.0% |