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 | $149,687 | $69,010+116.9% | $159,960-6.4% | $68,494+118.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -18.56% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,195 | $2,213-0.8% | $4,226-48.1% | $2,596-15.4% |
| Participant deferral / active EE | $5,443 | $4,212+29.2% | $6,182-12.0% | $4,027+35.2% |
| Admin fee / account holder | $611 | $4,798-87.3% | $8,698-93.0% | $5,403-88.7% |