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 | $204,381 | $167,307+22.2% | $143,757+42.2% | $134,475+52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.07% | 0.46%-10.5pp | -0.04%-10.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $14,639 | $5,619+160.5% | $4,951+195.7% | $4,740+208.9% |
| Participant deferral / active EE | $9,010 | $6,446+39.8% | $5,637+59.8% | $6,400+40.8% |
| Admin fee / account holder | $1,646 | $18,088-90.9% | $14,673-88.8% | $11,426-85.6% |