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 | $216,173 | $90,519+138.8% | $93,789+130.5% | $134,475+60.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.20% | -15.72%+1.5pp | -11.33%-2.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $10,127 | $4,343+133.2% | $4,323+134.3% | $4,740+113.7% |
| Participant deferral / active EE | $3,508 | $5,978-41.3% | $6,094-42.4% | $6,400-45.2% |
| Admin fee / account holder | $17,710 | $9,252+91.4% | $7,195+146.1% | $11,426+55.0% |