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 | $106,868 | $97,044+10.1% | $83,333+28.2% | $135,375-21.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.49% | 12.31%-19.8pp | 10.63%-18.1pp | 519.73%-527.2pp |
| Employer contribution / active EE | $10,271 | $4,143+147.9% | $3,379+204.0% | $4,779+114.9% |
| Participant deferral / active EE | $10,988 | $5,964+84.2% | $5,565+97.4% | $5,609+95.9% |
| Admin fee / account holder | $1,415 | $8,380-83.1% | $7,510-81.2% | $10,827-86.9% |