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 | $241,528 | $167,307+44.4% | $143,757+68.0% | $134,475+79.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.60% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $7,290 | $5,619+29.7% | $4,951+47.2% | $4,740+53.8% |
| Participant deferral / active EE | $9,675 | $6,446+50.1% | $5,637+71.6% | $6,400+51.2% |
| Admin fee / account holder | $47,942 | $18,088+165.0% | $14,673+226.7% | $11,426+319.6% |