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 | $195,523 | $82,664+136.5% | $125,339+56.0% | $68,494+185.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,597 | $3,381-23.2% | $4,814-46.1% | $2,5960% |
| Participant deferral / active EE | $6,915 | $6,110+13.2% | $7,446-7.1% | $4,027+71.7% |
| Admin fee / account holder | $1,720 | $6,275-72.6% | $10,010-82.8% | $5,403-68.2% |