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 | $142,651 | $73,867+93.1% | $143,757-0.8% | $68,494+108.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.59% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,696 | $3,184+173.1% | $4,951+75.6% | $2,596+234.9% |
| Participant deferral / active EE | $5,033 | $3,384+48.7% | $5,637-10.7% | $4,027+25.0% |
| Admin fee / account holder | $50,650 | $5,755+780.2% | $14,673+245.2% | $5,403+837.5% |