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 | $220,510 | $167,307+31.8% | $143,757+53.4% | $134,475+64.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,026 | $5,619+60.6% | $4,951+82.3% | $4,740+90.4% |
| Participant deferral / active EE | $9,857 | $6,446+52.9% | $5,637+74.9% | $6,400+54.0% |
| Admin fee / account holder | $507 | $18,088-97.2% | $14,673-96.5% | $11,426-95.6% |