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 | $126,602 | $69,010+83.5% | $159,960-20.9% | $68,494+84.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -19.07% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,166 | $2,213+43.0% | $4,226-25.1% | $2,596+22.0% |
| Participant deferral / active EE | $6,972 | $4,212+65.5% | $6,182+12.8% | $4,027+73.1% |
| Admin fee / account holder | $3,392 | $4,798-29.3% | $8,698-61.0% | $5,403-37.2% |