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 | $230,242 | $167,307+37.6% | $143,757+60.2% | $134,475+71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.29% | 0.46%-12.8pp | -0.04%-12.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $7,218 | $5,619+28.5% | $4,951+45.8% | $4,740+52.3% |
| Participant deferral / active EE | $8,492 | $6,446+31.7% | $5,637+50.6% | $6,400+32.7% |
| Admin fee / account holder | $1,401 | $18,088-92.3% | $14,673-90.5% | $11,426-87.7% |