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 | $221,360 | $167,307+32.3% | $143,757+54.0% | $134,475+64.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.83% | 0.46%-5.3pp | -0.04%-4.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $14,275 | $5,619+154.0% | $4,951+188.3% | $4,740+201.2% |
| Participant deferral / active EE | $7,270 | $6,446+12.8% | $5,637+29.0% | $6,400+13.6% |
| Admin fee / account holder | $5,969 | $18,088-67.0% | $14,673-59.3% | $11,426-47.8% |