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 | $161,634 | $81,900+97.4% | $119,609+35.1% | $68,494+136.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.51% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $14,274 | $2,693+430.0% | $4,232+237.3% | $2,596+449.8% |
| Participant deferral / active EE | $7,773 | $4,148+87.4% | $5,602+38.8% | $4,027+93.0% |
| Admin fee / account holder | $39,065 | $6,582+493.5% | $10,323+278.4% | $5,403+623.1% |