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 | $63,689 | $167,307-61.9% | $143,757-55.7% | $134,475-52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.37% | 0.46%-12.8pp | -0.04%-12.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $23,759 | $5,619+322.8% | $4,951+379.9% | $4,740+401.3% |
| Participant deferral / active EE | $11,232 | $6,446+74.2% | $5,637+99.2% | $6,400+75.5% |
| Admin fee / account holder | $1,250 | $18,088-93.1% | $14,673-91.5% | $11,426-89.1% |