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 | $203,997 | $90,519+125.4% | $93,789+117.5% | $134,475+51.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.39% | -15.72%-2.7pp | -11.33%-7.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $13,054 | $4,343+200.6% | $4,323+202.0% | $4,740+175.4% |
| Participant deferral / active EE | $9,491 | $5,978+58.8% | $6,094+55.7% | $6,400+48.3% |
| Admin fee / account holder | $26,770 | $9,252+189.3% | $7,195+272.1% | $11,426+134.3% |