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 | $239,087 | $95,862+149.4% | $79,550+200.6% | $134,475+77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.72% | -2.69%-6.0pp | 0.16%-8.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $4,624 | $3,128+47.8% | $2,413+91.6% | $4,740-2.4% |
| Participant deferral / active EE | $11,500 | $4,693+145.1% | $3,985+188.6% | $6,400+79.7% |
| Admin fee / account holder | $1,909 | $9,126-79.1% | $6,832-72.1% | $11,426-83.3% |