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 | $220,895 | $82,286+168.4% | $68,791+221.1% | $134,475+64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.93% | -2.19%-16.7pp | -6.38%-12.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $26,290 | $3,301+696.5% | $2,655+890.1% | $4,740+454.7% |
| Participant deferral / active EE | $27,000 | $4,739+469.8% | $3,941+585.1% | $6,400+321.9% |
| Admin fee / account holder | $1,868 | $6,481-71.2% | $4,932-62.1% | $11,426-83.7% |