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 7-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 | $185,172 | $25,979+612.8% | $71,735+158.1% | $68,494+170.3% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | 57.34% | -15.10%+72.4pp | 9.14%+48.2pp | -7.84%+65.2pp |
| Employer contribution / active EE | $8,260 | $900+817.3% | $1,704+384.8% | $2,596+218.1% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,768 | $2,022-12.6% | $3,974-55.5% | $5,403-67.3% |