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 | $150,685 | $54,229+177.9% | $70,092+115.0% | $68,494+120.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -9.85% | -13.87%+4.0pp | 190.73%-200.6pp | -7.84%-2.0pp |
| Employer contribution / active EE | $3,442 | $2,018+70.5% | $2,559+34.5% | $2,596+32.6% |
| Participant deferral / active EE | $6,069 | $2,956+105.3% | $3,849+57.7% | $4,027+50.7% |
| Admin fee / account holder | $25,571 | $4,694+444.7% | $6,267+308.0% | $5,403+373.3% |