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 | $208,821 | $167,307+24.8% | $143,757+45.3% | $134,475+55.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.53% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $15,672 | $5,619+178.9% | $4,951+216.5% | $4,740+230.7% |
| Participant deferral / active EE | $15,570 | $6,446+141.6% | $5,637+176.2% | $6,400+143.3% |
| Admin fee / account holder | $817 | $18,088-95.5% | $14,673-94.4% | $11,426-92.8% |