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 | $142,866 | $69,010+107.0% | $159,960-10.7% | $68,494+108.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.84% | -9.65%-5.2pp | 408.60%-423.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $5,685 | $2,213+156.8% | $4,226+34.5% | $2,596+119.0% |
| Participant deferral / active EE | $7,877 | $4,212+87.0% | $6,182+27.4% | $4,027+95.6% |
| Admin fee / account holder | $2,738 | $4,798-42.9% | $8,698-68.5% | $5,403-49.3% |