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 | $151,593 | $71,883+110.9% | $86,677+74.9% | $68,494+121.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.02% | 3.52%-20.5pp | 35.91%-52.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $7,703 | $2,173+254.5% | $2,836+171.6% | $2,596+196.7% |
| Participant deferral / active EE | $7,259 | $3,779+92.1% | $4,656+55.9% | $4,027+80.2% |
| Admin fee / account holder | $38,760 | $6,112+534.2% | $7,493+417.3% | $5,403+617.4% |