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 | $179,769 | $87,540+105.4% | $75,781+137.2% | $125,391+43.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $7,838 | $3,930+99.4% | $3,323+135.9% | $4,866+61.1% |
| Participant deferral / active EE | $4,119 | $4,229-2.6% | $3,651+12.8% | $5,352-23.0% |
| Admin fee / account holder | $491 | $6,502-92.4% | $5,299-90.7% | $9,540-94.9% |