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 | $208,661 | $82,664+152.4% | $125,339+66.5% | $68,494+204.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.54% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,254 | $3,381-3.7% | $4,814-32.4% | $2,596+25.3% |
| Participant deferral / active EE | $7,321 | $6,110+19.8% | $7,446-1.7% | $4,027+81.8% |
| Admin fee / account holder | $9,541 | $6,275+52.0% | $10,010-4.7% | $5,403+76.6% |