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 | $125,794 | $56,357+123.2% | $104,294+20.6% | $68,494+83.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -15.94% | -9.19%-6.8pp | 24.61%-40.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $12,744 | $1,960+550.2% | $3,372+278.0% | $2,596+390.9% |
| Participant deferral / active EE | $2,848 | $3,077-7.4% | $4,625-38.4% | $4,027-29.3% |
| Admin fee / account holder | $8,071 | $4,903+64.6% | $7,339+10.0% | $5,403+49.4% |