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 | $185,910 | $53,162+249.7% | $91,220+103.8% | $68,494+171.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.12% | -3.14%-15.0pp | 114.01%-132.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,778 | $1,709+238.0% | $2,850+102.7% | $2,596+122.5% |
| Participant deferral / active EE | $7,433 | $2,974+150.0% | $4,234+75.6% | $4,027+84.6% |
| Admin fee / account holder | $315 | $4,493-93.0% | $5,420-94.2% | $5,403-94.2% |