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 | $116,134 | $82,664+40.5% | $125,339-7.3% | $68,494+69.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.27% | -5.97%-3.3pp | 572.05%-581.3pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,695 | $3,381-20.3% | $4,814-44.0% | $2,596+3.8% |
| Participant deferral / active EE | $9,834 | $6,110+60.9% | $7,446+32.1% | $4,027+144.2% |
| Admin fee / account holder | $38,355 | $6,275+511.2% | $10,010+283.2% | $5,403+609.9% |