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 | $234,236 | $105,860+121.3% | $90,749+158.1% | $134,475+74.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.69% | -11.01%+0.3pp | -12.16%+1.5pp | 417.96%-428.7pp |
| Employer contribution / active EE | $5,038 | $3,462+45.5% | $2,921+72.5% | $4,740+6.3% |
| Participant deferral / active EE | $11,137 | $5,216+113.5% | $4,564+144.0% | $6,400+74.0% |
| Admin fee / account holder | $357 | $13,938-97.4% | $8,445-95.8% | $11,426-96.9% |