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 | $183,968 | $85,790+114.4% | $67,313+173.3% | $135,375+35.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.37% | -0.54%-4.8pp | -4.08%-1.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,360 | $3,487-32.3% | $2,566-8.0% | $4,779-50.6% |
| Participant deferral / active EE | $9,441 | $4,651+103.0% | $3,568+164.6% | $5,609+68.3% |
| Admin fee / account holder | $26,877 | $6,392+320.5% | $4,507+496.4% | $10,827+148.2% |