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 | $181,254 | $82,286+120.3% | $68,791+163.5% | $134,475+34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.55% | -2.19%-12.4pp | -6.38%-8.2pp | 417.96%-432.5pp |
| Employer contribution / active EE | $16,735 | $3,301+407.0% | $2,655+530.3% | $4,740+253.1% |
| Participant deferral / active EE | $13,500 | $4,739+184.9% | $3,941+242.5% | $6,400+110.9% |
| Admin fee / account holder | $1,575 | $6,481-75.7% | $4,932-68.1% | $11,426-86.2% |