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 | $138,589 | $54,350+155.0% | $82,719+67.5% | $68,494+102.3% |
| Participation rate | 80.4% | 63.9%+16.5pp | 72.6%+7.9pp | 67.9%+12.5pp |
| Annual return | -17.20% | -13.67%-3.5pp | 701.18%-718.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $9,640 | $2,218+334.6% | $3,009+220.4% | $2,596+271.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $24,368 | $4,395+454.4% | $5,329+357.3% | $5,403+351.0% |