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 | $114,174 | $45,863+148.9% | $77,024+48.2% | $68,494+66.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -12.96% | 1.72%-14.7pp | 42.32%-55.3pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,973 | $1,650+262.1% | $2,812+112.4% | $2,596+130.0% |
| Participant deferral / active EE | $7,310 | $2,962+146.8% | $4,426+65.1% | $4,027+81.5% |
| Admin fee / account holder | $22,691 | $3,041+646.3% | $5,425+318.2% | $5,403+320.0% |