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 | $169,178 | $69,010+145.1% | $159,960+5.8% | $68,494+147.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.23% | -9.65%-4.6pp | 408.60%-422.8pp | -7.84%-6.4pp |
| Employer contribution / active EE | $10,260 | $2,213+363.5% | $4,226+142.8% | $2,596+295.2% |
| Participant deferral / active EE | $6,677 | $4,212+58.5% | $6,182+8.0% | $4,027+65.8% |
| Admin fee / account holder | $2,022 | $4,798-57.9% | $8,698-76.8% | $5,403-62.6% |