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 | $227,942 | $95,862+137.8% | $79,550+186.5% | $134,475+69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.03% | -2.69%-16.3pp | 0.16%-19.2pp | 417.96%-437.0pp |
| Employer contribution / active EE | $13,124 | $3,128+319.6% | $2,413+443.9% | $4,740+176.9% |
| Participant deferral / active EE | $6,040 | $4,693+28.7% | $3,985+51.6% | $6,400-5.6% |
| Admin fee / account holder | $6,344 | $9,126-30.5% | $6,832-7.1% | $11,426-44.5% |