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 | $247,464 | $167,307+47.9% | $143,757+72.1% | $134,475+84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,735 | $5,619-33.5% | $4,951-24.6% | $4,740-21.2% |
| Participant deferral / active EE | $12,218 | $6,446+89.5% | $5,637+116.7% | $6,400+90.9% |
| Admin fee / account holder | $782 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |