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 | $200,601 | $54,350+269.1% | $82,719+142.5% | $68,494+192.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.83% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $13,856 | $2,218+524.7% | $3,009+360.5% | $2,596+433.7% |
| Participant deferral / active EE | $8,506 | $3,246+162.1% | $4,395+93.5% | $4,027+111.2% |
| Admin fee / account holder | $4,138 | $4,395-5.9% | $5,329-22.4% | $5,403-23.4% |