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 | $247,512 | $105,860+133.8% | $90,749+172.7% | $134,475+84.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.08% | -11.01%-3.1pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $16,162 | $3,462+366.8% | $2,921+453.3% | $4,740+241.0% |
| Participant deferral / active EE | $8,786 | $5,216+68.5% | $4,564+92.5% | $6,400+37.3% |
| Admin fee / account holder | $459 | $13,938-96.7% | $8,445-94.6% | $11,426-96.0% |