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 | $246,811 | $167,307+47.5% | $143,757+71.7% | $134,475+83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.46%-13.1pp | -0.04%-12.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $28,755 | $5,619+411.7% | $4,951+480.8% | $4,740+506.7% |
| Participant deferral / active EE | $18,464 | $6,446+186.4% | $5,637+227.5% | $6,400+188.5% |
| Admin fee / account holder | $7,207 | $18,088-60.2% | $14,673-50.9% | $11,426-36.9% |