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 | $124,084 | $73,867+68.0% | $143,757-13.7% | $68,494+81.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.81% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $8,656 | $3,184+171.9% | $4,951+74.8% | $2,596+233.4% |
| Participant deferral / active EE | $3,433 | $3,384+1.4% | $5,637-39.1% | $4,027-14.8% |
| Admin fee / account holder | $41,175 | $5,755+615.5% | $14,673+180.6% | $5,403+662.1% |