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 | $159,519 | $54,350+193.5% | $82,719+92.8% | $68,494+132.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.88% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,765 | $2,218+159.9% | $3,009+91.6% | $2,596+122.1% |
| Participant deferral / active EE | $12,765 | $3,246+293.3% | $4,395+190.5% | $4,027+217.0% |
| Admin fee / account holder | $17,212 | $4,395+291.6% | $5,329+223.0% | $5,403+218.6% |