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 | $113,321 | $82,664+37.1% | $125,339-9.6% | $68,494+65.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.12% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,171 | $3,381+112.1% | $4,814+49.0% | $2,596+176.2% |
| Participant deferral / active EE | $7,424 | $6,110+21.5% | $7,446-0.3% | $4,027+84.4% |
| Admin fee / account holder | $17,061 | $6,275+171.9% | $10,010+70.4% | $5,403+215.8% |