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 | $249,159 | $95,862+159.9% | $79,550+213.2% | $134,475+85.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.13% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,538 | $3,128-18.9% | $2,413+5.2% | $4,740-46.5% |
| Participant deferral / active EE | $11,881 | $4,693+153.2% | $3,985+198.1% | $6,400+85.6% |
| Admin fee / account holder | $450 | $9,126-95.1% | $6,832-93.4% | $11,426-96.1% |