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 | $187,212 | $82,664+126.5% | $125,339+49.4% | $68,494+173.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,567 | $3,381+35.1% | $4,814-5.1% | $2,596+75.9% |
| Participant deferral / active EE | $10,072 | $6,110+64.8% | $7,446+35.3% | $4,027+150.1% |
| Admin fee / account holder | $10,897 | $6,275+73.6% | $10,010+8.9% | $5,403+101.7% |