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 | $233,344 | $67,214+247.2% | $61,491+279.5% | $134,475+73.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.23% | -12.08%-2.2pp | -12.98%-1.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $9,636 | $4,974+93.7% | $4,246+126.9% | $4,740+103.3% |
| Participant deferral / active EE | $4,052 | $6,103-33.6% | $5,188-21.9% | $6,400-36.7% |
| Admin fee / account holder | $1,022 | $4,610-77.8% | $4,312-76.3% | $11,426-91.1% |