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 | $140,023 | $82,286+70.2% | $68,791+103.5% | $134,475+4.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.58% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,183 | $3,301+57.0% | $2,655+95.2% | $4,740+9.3% |
| Participant deferral / active EE | $16,416 | $4,739+246.4% | $3,941+316.5% | $6,400+156.5% |
| Admin fee / account holder | $168,917 | $6,481+2506.5% | $4,932+3325.0% | $11,426+1378.4% |