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 6-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 | $85,982 | $69,010+24.6% | $159,960-46.2% | $68,494+25.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.60%-421.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,861 | $2,213+119.6% | $4,226+15.0% | $2,596+87.2% |
| Participant deferral / active EE | $13,003 | $4,212+208.7% | $6,182+110.3% | $4,027+222.9% |
| Admin fee / account holder | $9,691 | $4,798+102.0% | $8,698+11.4% | $5,403+79.4% |