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 | $231,952 | $82,664+180.6% | $125,339+85.1% | $68,494+238.6% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $817 | $3,381-75.8% | $4,814-83.0% | $2,596-68.5% |
| Participant deferral / active EE | $13,828 | $6,110+126.3% | $7,446+85.7% | $4,027+243.4% |
| Admin fee / account holder | $39,617 | $6,275+531.3% | $10,010+295.8% | $5,403+633.3% |