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 | $244,771 | $167,307+46.3% | $143,757+70.3% | $134,475+82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.70% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,505 | $5,619-73.2% | $4,951-69.6% | $4,740-68.2% |
| Participant deferral / active EE | $14,521 | $6,446+125.3% | $5,637+157.6% | $6,400+126.9% |
| Admin fee / account holder | $2,981 | $18,088-83.5% | $14,673-79.7% | $11,426-73.9% |