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 | $163,475 | $175,600-6.9% | $129,110+26.6% | $134,475+21.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -7.88% | -11.39%+3.5pp | -10.94%+3.1pp | 417.96%-425.8pp |
| Employer contribution / active EE | $13,142 | $6,355+106.8% | $5,052+160.1% | $4,740+177.3% |
| Participant deferral / active EE | $11,645 | $7,975+46.0% | $6,542+78.0% | $6,400+82.0% |
| Admin fee / account holder | $42,085 | $23,567+78.6% | $14,302+194.3% | $11,426+268.3% |