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 | $140,571 | $69,010+103.7% | $159,960-12.1% | $68,494+105.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.30% | -9.65%-4.7pp | 408.60%-422.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $13,355 | $2,213+503.4% | $4,226+216.0% | $2,596+414.4% |
| Participant deferral / active EE | $4,580 | $4,212+8.7% | $6,182-25.9% | $4,027+13.7% |
| Admin fee / account holder | $4,391 | $4,798-8.5% | $8,698-49.5% | $5,403-18.7% |