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 | $187,449 | $167,307+12.0% | $143,757+30.4% | $134,475+39.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.16% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $10,015 | $5,619+78.2% | $4,951+102.3% | $4,740+111.3% |
| Participant deferral / active EE | $7,593 | $6,446+17.8% | $5,637+34.7% | $6,400+18.6% |
| Admin fee / account holder | $3,196 | $18,088-82.3% | $14,673-78.2% | $11,426-72.0% |