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 | $160,956 | $95,862+67.9% | $79,550+102.3% | $134,475+19.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -16.55% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $9,084 | $3,128+190.4% | $2,413+276.5% | $4,740+91.7% |
| Participant deferral / active EE | $8,774 | $4,693+87.0% | $3,985+120.2% | $6,400+37.1% |
| Admin fee / account holder | $88,514 | $9,126+869.9% | $6,832+1195.5% | $11,426+674.7% |