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 | $163,381 | $69,010+136.7% | $159,960+2.1% | $68,494+138.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.38% | -9.65%-5.7pp | 408.60%-424.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $6,278 | $2,213+183.6% | $4,226+48.6% | $2,596+141.8% |
| Participant deferral / active EE | $12,462 | $4,212+195.9% | $6,182+101.6% | $4,027+209.4% |
| Admin fee / account holder | $11,973 | $4,798+149.5% | $8,698+37.7% | $5,403+121.6% |