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 | $120,287 | $54,229+121.8% | $70,092+71.6% | $68,494+75.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -14.78% | -13.87%-0.9pp | 190.73%-205.5pp | -7.84%-6.9pp |
| Employer contribution / active EE | $6,716 | $2,018+232.8% | $2,559+162.5% | $2,596+158.7% |
| Participant deferral / active EE | $7,060 | $2,956+138.9% | $3,849+83.4% | $4,027+75.3% |
| Admin fee / account holder | $16,299 | $4,694+247.2% | $6,267+160.1% | $5,403+201.7% |