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 | $234,982 | $167,307+40.4% | $143,757+63.5% | $134,475+74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $11,376 | $5,619+102.5% | $4,951+129.8% | $4,740+140.0% |
| Participant deferral / active EE | $7,752 | $6,446+20.3% | $5,637+37.5% | $6,400+21.1% |
| Admin fee / account holder | $12,565 | $18,088-30.5% | $14,673-14.4% | $11,426+10.0% |