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 | $175,041 | $69,010+153.6% | $159,960+9.4% | $68,494+155.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.67% | -9.65%-7.0pp | 408.60%-425.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $15,670 | $2,213+608.0% | $4,226+270.8% | $2,596+503.5% |
| Participant deferral / active EE | $21,263 | $4,212+404.8% | $6,182+243.9% | $4,027+428.0% |
| Admin fee / account holder | $18,160 | $4,798+278.5% | $8,698+108.8% | $5,403+236.1% |