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 | $173,344 | $105,860+63.7% | $90,749+91.0% | $134,475+28.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.23% | -11.01%-0.2pp | -12.16%+0.9pp | 417.96%-429.2pp |
| Employer contribution / active EE | $6,480 | $3,462+87.2% | $2,921+121.8% | $4,740+36.7% |
| Participant deferral / active EE | $19,639 | $5,216+276.5% | $4,564+330.3% | $6,400+206.9% |
| Admin fee / account holder | $57,350 | $13,938+311.5% | $8,445+579.1% | $11,426+401.9% |