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 | $162,968 | $72,404+125.1% | $110,238+47.8% | $64,186+153.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.57% | -6.29%+3.7pp | 314.74%-317.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $4,924 | $2,282+115.8% | $3,826+28.7% | $2,381+106.8% |
| Participant deferral / active EE | $6,319 | $3,469+82.1% | $4,672+35.2% | $3,470+82.1% |
| Admin fee / account holder | $43,770 | $5,664+672.7% | $8,547+412.1% | $4,888+795.5% |