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 | $169,724 | $54,350+212.3% | $82,719+105.2% | $68,494+147.8% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -9.19% | -13.67%+4.5pp | 701.18%-710.4pp | -7.84%-1.3pp |
| Employer contribution / active EE | $12,674 | $2,218+471.4% | $3,009+321.2% | $2,596+388.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,364 | $4,395+204.1% | $5,329+150.8% | $5,403+147.4% |