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 | $148,991 | $90,519+64.6% | $93,789+58.9% | $134,475+10.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -16.43% | -15.72%-0.7pp | -11.33%-5.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $14,811 | $4,343+241.0% | $4,323+242.6% | $4,740+212.5% |
| Participant deferral / active EE | $8,354 | $5,978+39.7% | $6,094+37.1% | $6,400+30.5% |
| Admin fee / account holder | $29,936 | $9,252+223.6% | $7,195+316.1% | $11,426+162.0% |