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 | $171,141 | $42,894+299.0% | $60,874+181.1% | $68,494+149.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.99% | -13.98%-1.0pp | 16.90%-31.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $19,731 | $1,978+897.5% | $2,701+630.4% | $2,596+660.0% |
| Participant deferral / active EE | $7,278 | $2,867+153.9% | $3,817+90.7% | $4,027+80.7% |
| Admin fee / account holder | $37,666 | $3,101+1114.8% | $3,224+1068.2% | $5,403+597.2% |