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 | $219,637 | $54,350+304.1% | $82,719+165.5% | $68,494+220.7% |
| Participation rate | 98.6% | 63.9%+34.7pp | 72.6%+26.1pp | 67.9%+30.7pp |
| Annual return | -17.12% | -13.67%-3.5pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $17,410 | $2,218+684.9% | $3,009+478.6% | $2,596+570.6% |
| Participant deferral / active EE | $10,249 | $3,246+215.7% | $4,395+133.2% | $4,027+154.5% |
| Admin fee / account holder | $3,810 | $4,395-13.3% | $5,329-28.5% | $5,403-29.5% |