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 | $161,825 | $82,664+95.8% | $125,339+29.1% | $68,494+136.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.56% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,441 | $3,381+31.4% | $4,814-7.7% | $2,596+71.1% |
| Participant deferral / active EE | $9,863 | $6,110+61.4% | $7,446+32.5% | $4,027+144.9% |
| Admin fee / account holder | $21,539 | $6,275+243.2% | $10,010+115.2% | $5,403+298.7% |