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 | $238,571 | $95,193+150.6% | $76,523+211.8% | $135,375+76.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.85% | 4.85%-9.7pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,960 | $3,302+50.2% | $2,647+87.4% | $4,779+3.8% |
| Participant deferral / active EE | $15,148 | $4,639+226.5% | $3,835+294.9% | $5,609+170.1% |
| Admin fee / account holder | $2,205 | $6,249-64.7% | $4,848-54.5% | $10,827-79.6% |