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 | $166,740 | $69,010+141.6% | $159,960+4.2% | $68,494+143.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.91% | -9.65%-6.3pp | 408.60%-424.5pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,508 | $2,213+194.0% | $4,226+54.0% | $2,596+150.7% |
| Participant deferral / active EE | $12,844 | $4,212+204.9% | $6,182+107.7% | $4,027+218.9% |
| Admin fee / account holder | $13,580 | $4,798+183.0% | $8,698+56.1% | $5,403+151.4% |