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 | $229,668 | $107,791+113.1% | $90,645+153.4% | $135,375+69.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.47% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $8,144 | $3,018+169.9% | $2,532+221.7% | $4,779+70.4% |
| Participant deferral / active EE | $11,020 | $3,872+184.6% | $3,425+221.8% | $5,609+96.5% |
| Admin fee / account holder | $15,219 | $5,930+156.6% | $4,994+204.8% | $10,827+40.6% |