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 | $208,327 | $142,344+46.4% | $119,609+74.2% | $134,475+54.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.59% | -12.44%-7.2pp | -14.97%-4.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,881 | $5,222+31.8% | $4,232+62.6% | $4,740+45.2% |
| Participant deferral / active EE | $17,201 | $6,469+165.9% | $5,602+207.1% | $6,400+168.8% |
| Admin fee / account holder | $434 | $13,584-96.8% | $10,323-95.8% | $11,426-96.2% |