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 | $181,814 | $82,286+121.0% | $68,791+164.3% | $134,475+35.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.24% | -2.19%-12.0pp | -6.38%-7.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,698 | $3,301-18.3% | $2,655+1.6% | $4,740-43.1% |
| Participant deferral / active EE | $6,642 | $4,739+40.2% | $3,941+68.5% | $6,400+3.8% |
| Admin fee / account holder | $7,265 | $6,481+12.1% | $4,932+47.3% | $11,426-36.4% |