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 | $171,485 | $64,707+165.0% | $112,228+52.8% | $68,494+150.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.10% | -11.40%-1.7pp | 27.45%-40.6pp | -7.84%-5.3pp |
| Employer contribution / active EE | $12,355 | $2,746+350.0% | $3,635+239.9% | $2,596+375.9% |
| Participant deferral / active EE | $9,902 | $3,565+177.8% | $4,728+109.4% | $4,027+145.9% |
| Admin fee / account holder | $21,858 | $5,232+317.8% | $6,410+241.0% | $5,403+304.6% |