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 | $215,189 | $82,664+160.3% | $125,339+71.7% | $68,494+214.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.88% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,487 | $3,381+62.3% | $4,814+14.0% | $2,596+111.3% |
| Participant deferral / active EE | $9,145 | $6,110+49.7% | $7,446+22.8% | $4,027+127.1% |
| Admin fee / account holder | $6,371 | $6,275+1.5% | $10,010-36.3% | $5,403+17.9% |