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 | $223,583 | $64,707+245.5% | $112,228+99.2% | $68,494+226.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.64% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $17,127 | $2,746+523.7% | $3,635+371.2% | $2,596+559.7% |
| Participant deferral / active EE | $3,104 | $3,565-12.9% | $4,728-34.3% | $4,027-22.9% |
| Admin fee / account holder | $6,135 | $5,232+17.3% | $6,410-4.3% | $5,403+13.6% |