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 | $229,650 | $95,862+139.6% | $79,550+188.7% | $134,475+70.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,300 | $3,128+37.5% | $2,413+78.2% | $4,740-9.3% |
| Participant deferral / active EE | $13,066 | $4,693+178.4% | $3,985+227.9% | $6,400+104.2% |
| Admin fee / account holder | $3,825 | $9,126-58.1% | $6,832-44.0% | $11,426-66.5% |