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 | $87,083 | $25,979+235.2% | $71,735+21.4% | $68,494+27.1% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -6.94% | -15.10%+8.2pp | 9.14%-16.1pp | -7.84%+0.9pp |
| Employer contribution / active EE | $12,032 | $900+1236.2% | $1,704+606.1% | $2,596+363.4% |
| Participant deferral / active EE | $2,695 | $1,522+77.0% | $2,658+1.4% | $4,027-33.1% |
| Admin fee / account holder | $8,286 | $2,022+309.9% | $3,974+108.5% | $5,403+53.4% |