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 | $118,010 | $54,229+117.6% | $70,092+68.4% | $68,494+72.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.85% | -13.87%-2.0pp | 190.73%-206.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,464 | $2,018+170.7% | $2,559+113.5% | $2,596+110.4% |
| Participant deferral / active EE | $5,974 | $2,956+102.1% | $3,849+55.2% | $4,027+48.3% |
| Admin fee / account holder | $2,086 | $4,694-55.6% | $6,267-66.7% | $5,403-61.4% |