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 | $239,322 | $82,664+189.5% | $125,339+90.9% | $68,494+249.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,282 | $3,381+174.5% | $4,814+92.8% | $2,596+257.5% |
| Participant deferral / active EE | $7,256 | $6,110+18.7% | $7,446-2.6% | $4,027+80.2% |
| Admin fee / account holder | $13,072 | $6,275+108.3% | $10,010+30.6% | $5,403+142.0% |