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 | $224,863 | $82,664+172.0% | $125,339+79.4% | $68,494+228.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $21,564 | $3,381+537.8% | $4,814+348.0% | $2,596+730.6% |
| Participant deferral / active EE | $12,665 | $6,110+107.3% | $7,446+70.1% | $4,027+214.5% |
| Admin fee / account holder | $1,927 | $6,275-69.3% | $10,010-80.7% | $5,403-64.3% |