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 | $117,242 | $82,664+41.8% | $125,339-6.5% | $68,494+71.2% |
| Participation rate | 94.9% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,540 | $3,381+93.4% | $4,814+35.9% | $2,596+151.9% |
| Participant deferral / active EE | $21,900 | $6,110+258.4% | $7,446+194.1% | $4,027+443.8% |
| Admin fee / account holder | $38,982 | $6,275+521.2% | $10,010+289.5% | $5,403+621.5% |