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 | $246,968 | $167,307+47.6% | $143,757+71.8% | $134,475+83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.61% | 0.46%-5.1pp | -0.04%-4.6pp | 417.96%-422.6pp |
| Employer contribution / active EE | $3,491 | $5,619-37.9% | $4,951-29.5% | $4,740-26.3% |
| Participant deferral / active EE | $11,648 | $6,446+80.7% | $5,637+106.6% | $6,400+82.0% |
| Admin fee / account holder | $10,040 | $18,088-44.5% | $14,673-31.6% | $11,426-12.1% |