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 | $177,105 | $56,357+214.3% | $104,294+69.8% | $68,494+158.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -6.65% | -9.19%+2.5pp | 24.61%-31.3pp | -7.84%+1.2pp |
| Employer contribution / active EE | $15,441 | $1,960+687.8% | $3,372+358.0% | $2,596+494.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,320 | $4,903+192.1% | $7,339+95.1% | $5,403+165.1% |