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 | $162,109 | $69,010+134.9% | $159,960+1.3% | $68,494+136.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.83% | -9.65%-4.2pp | 408.60%-422.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,415 | $2,213+144.7% | $4,226+28.1% | $2,596+108.6% |
| Participant deferral / active EE | $6,597 | $4,212+56.6% | $6,182+6.7% | $4,027+63.8% |
| Admin fee / account holder | $12,344 | $4,798+157.3% | $8,698+41.9% | $5,403+128.5% |