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 | $196,672 | $142,344+38.2% | $119,609+64.4% | $134,475+46.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.08% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $17,480 | $5,222+234.7% | $4,232+313.1% | $4,740+268.8% |
| Participant deferral / active EE | $14,745 | $6,469+127.9% | $5,602+163.2% | $6,400+130.4% |
| Admin fee / account holder | $120,338 | $13,584+785.9% | $10,323+1065.7% | $11,426+953.2% |