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 | $116,582 | $45,863+154.2% | $77,024+51.4% | $68,494+70.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.12% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $11,437 | $1,650+593.3% | $2,812+306.7% | $2,596+340.5% |
| Participant deferral / active EE | $14,192 | $2,962+379.1% | $4,426+220.6% | $4,027+252.4% |
| Admin fee / account holder | $3,013 | $3,041-0.9% | $5,425-44.5% | $5,403-44.2% |