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 | $214,045 | $95,862+123.3% | $79,550+169.1% | $134,475+59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.96% | -2.69%-8.3pp | 0.16%-11.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $7,082 | $3,128+126.4% | $2,413+193.5% | $4,740+49.4% |
| Participant deferral / active EE | $9,323 | $4,693+98.7% | $3,985+133.9% | $6,400+45.7% |
| Admin fee / account holder | $47,359 | $9,126+418.9% | $6,832+593.2% | $11,426+314.5% |