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 | $108,951 | $69,010+57.9% | $159,960-31.9% | $68,494+59.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.30% | -9.65%-6.6pp | 408.60%-424.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $922 | $2,213-58.4% | $4,226-78.2% | $2,596-64.5% |
| Participant deferral / active EE | $9,795 | $4,212+132.5% | $6,182+58.4% | $4,027+143.2% |
| Admin fee / account holder | $47,216 | $4,798+884.1% | $8,698+442.9% | $5,403+773.9% |