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 | $66,046 | $175,600-62.4% | $129,110-48.8% | $134,475-50.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | -11.39%+0.1pp | -10.94%-0.3pp | 417.96%-429.2pp |
| Employer contribution / active EE | $23,954 | $6,355+276.9% | $5,052+374.2% | $4,740+405.4% |
| Participant deferral / active EE | $21,600 | $7,975+170.8% | $6,542+230.2% | $6,400+237.5% |
| Admin fee / account holder | $37,106 | $23,567+57.4% | $14,302+159.4% | $11,426+224.7% |