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 | $156,610 | $49,177+218.5% | $79,464+97.1% | $64,186+144.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.38% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $14,363 | $2,076+591.8% | $2,800+412.9% | $2,381+503.3% |
| Participant deferral / active EE | $11,322 | $2,821+301.3% | $3,704+205.7% | $3,470+226.3% |
| Admin fee / account holder | $3,418 | $3,839-11.0% | $5,113-33.2% | $4,888-30.1% |