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 | $77,101 | $53,162+45.0% | $91,220-15.5% | $68,494+12.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -15.62% | -3.14%-12.5pp | 114.01%-129.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,418 | $1,709+333.9% | $2,850+160.3% | $2,596+185.7% |
| Participant deferral / active EE | $6,172 | $2,974+107.6% | $4,234+45.8% | $4,027+53.3% |
| Admin fee / account holder | $15,384 | $4,493+242.4% | $5,420+183.9% | $5,403+184.7% |