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 | $165,792 | $95,862+72.9% | $79,550+108.4% | $134,475+23.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.22% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,658 | $3,128-15.0% | $2,413+10.2% | $4,740-43.9% |
| Participant deferral / active EE | $10,962 | $4,693+133.6% | $3,985+175.1% | $6,400+71.3% |
| Admin fee / account holder | $557 | $9,126-93.9% | $6,832-91.9% | $11,426-95.1% |