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 | $105,031 | $87,540+20.0% | $75,781+38.6% | $125,391-16.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.34% | 13.48%-16.8pp | 9.68%-13.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $12,059 | $3,930+206.9% | $3,323+262.9% | $4,866+147.8% |
| Participant deferral / active EE | $9,995 | $4,229+136.3% | $3,651+173.7% | $5,352+86.8% |
| Admin fee / account holder | $2,412 | $6,502-62.9% | $5,299-54.5% | $9,540-74.7% |