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 | $211,497 | $99,640+112.3% | $86,436+144.7% | $134,475+57.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.14% | 6782.58%-6797.7pp | 4394.89%-4410.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,902 | $4,400-56.8% | $3,769-49.5% | $4,740-59.9% |
| Participant deferral / active EE | $2,908 | $7,246-59.9% | $6,952-58.2% | $6,400-54.6% |
| Admin fee / account holder | $9,259 | $8,371+10.6% | $6,731+37.6% | $11,426-19.0% |