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 | $223,041 | $167,307+33.3% | $143,757+55.2% | $134,475+65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $12,035 | $5,619+114.2% | $4,951+143.1% | $4,740+153.9% |
| Participant deferral / active EE | $11,836 | $6,446+83.6% | $5,637+110.0% | $6,400+84.9% |
| Admin fee / account holder | $1,072 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |