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 | $195,591 | $152,651+28.1% | $105,218+85.9% | $125,391+56.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | -2.61% | 8.24%-10.9pp | 5.33%-7.9pp | 282.22%-284.8pp |
| Employer contribution / active EE | $15,900 | $4,802+231.1% | $3,255+388.5% | $4,866+226.8% |
| Participant deferral / active EE | $21,000 | $6,660+215.3% | $4,867+331.5% | $5,352+292.4% |
| Admin fee / account holder | $11,438 | $14,248-19.7% | $6,992+63.6% | $9,540+19.9% |