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 | $164,407 | $54,229+203.2% | $70,092+134.6% | $68,494+140.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.66% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,091 | $2,018+152.2% | $2,559+98.9% | $2,596+96.1% |
| Participant deferral / active EE | $4,827 | $2,956+63.3% | $3,849+25.4% | $4,027+19.9% |
| Admin fee / account holder | $23,136 | $4,694+392.9% | $6,267+269.2% | $5,403+328.2% |