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 | $182,623 | $64,707+182.2% | $112,228+62.7% | $68,494+166.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.61% | -11.40%+1.8pp | 27.45%-37.1pp | -7.84%-1.8pp |
| Employer contribution / active EE | $6,244 | $2,746+127.4% | $3,635+71.8% | $2,596+140.5% |
| Participant deferral / active EE | $2,226 | $3,565-37.6% | $4,728-52.9% | $4,027-44.7% |
| Admin fee / account holder | $13,733 | $5,232+162.5% | $6,410+114.2% | $5,403+154.2% |