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 | $204,305 | $82,664+147.2% | $125,339+63.0% | $68,494+198.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.49% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,073 | $3,381-38.7% | $4,814-56.9% | $2,596-20.2% |
| Participant deferral / active EE | $8,890 | $6,110+45.5% | $7,446+19.4% | $4,027+120.7% |
| Admin fee / account holder | $24,549 | $6,275+291.2% | $10,010+145.3% | $5,403+354.4% |