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 | $230,947 | $82,664+179.4% | $125,339+84.3% | $68,494+237.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.66% | -5.97%-5.7pp | 572.05%-583.7pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,150 | $3,381-36.4% | $4,814-55.3% | $2,596-17.2% |
| Participant deferral / active EE | $9,372 | $6,110+53.4% | $7,446+25.9% | $4,027+132.7% |
| Admin fee / account holder | $15,662 | $6,275+149.6% | $10,010+56.5% | $5,403+189.9% |