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 | $241,228 | $95,862+151.6% | $79,550+203.2% | $134,475+79.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.01% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,823 | $3,128+182.1% | $2,413+265.6% | $4,740+86.2% |
| Participant deferral / active EE | $5,307 | $4,693+13.1% | $3,985+33.2% | $6,400-17.1% |
| Admin fee / account holder | $61,415 | $9,126+573.0% | $6,832+798.9% | $11,426+437.5% |