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 | $172,352 | $73,004+136.1% | $90,749+89.9% | $68,494+151.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.20% | -13.81%+1.6pp | -12.16%0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $12,206 | $2,193+456.6% | $2,921+317.9% | $2,596+370.1% |
| Participant deferral / active EE | $8,181 | $3,627+125.6% | $4,564+79.2% | $4,027+103.1% |
| Admin fee / account holder | $64,748 | $5,896+998.2% | $8,445+666.7% | $5,403+1098.4% |