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 | $176,870 | $82,664+114.0% | $125,339+41.1% | $68,494+158.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,794 | $3,381+41.8% | $4,814-0.4% | $2,596+84.6% |
| Participant deferral / active EE | $11,106 | $6,110+81.8% | $7,446+49.2% | $4,027+175.8% |
| Admin fee / account holder | $44,889 | $6,275+615.3% | $10,010+348.5% | $5,403+730.9% |