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 | $171,289 | $82,664+107.2% | $125,339+36.7% | $68,494+150.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.56% | -5.97%-1.6pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $3,166 | $3,381-6.4% | $4,814-34.2% | $2,596+21.9% |
| Participant deferral / active EE | $6,636 | $6,110+8.6% | $7,446-10.9% | $4,027+64.8% |
| Admin fee / account holder | $13,957 | $6,275+122.4% | $10,010+39.4% | $5,403+158.3% |