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 | $145,426 | $54,350+167.6% | $82,719+75.8% | $68,494+112.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.26% | -13.67%-0.6pp | 701.18%-715.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,956 | $2,218+258.7% | $3,009+164.4% | $2,596+206.4% |
| Participant deferral / active EE | $2,991 | $3,246-7.9% | $4,395-32.0% | $4,027-25.7% |
| Admin fee / account holder | $31,822 | $4,395+624.0% | $5,329+497.2% | $5,403+489.0% |