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 | $212,468 | $82,664+157.0% | $125,339+69.5% | $68,494+210.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.06% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,553 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $10,671 | $6,110+74.6% | $7,446+43.3% | $4,027+165.0% |
| Admin fee / account holder | $53,010 | $6,275+744.7% | $10,010+429.6% | $5,403+881.2% |