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 | $207,182 | $73,867+180.5% | $143,757+44.1% | $68,494+202.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.85% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $7,210 | $3,184+126.4% | $4,951+45.6% | $2,596+177.7% |
| Participant deferral / active EE | $4,486 | $3,384+32.6% | $5,637-20.4% | $4,027+11.4% |
| Admin fee / account holder | $33,158 | $5,755+476.2% | $14,673+126.0% | $5,403+513.7% |