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 | $179,871 | $82,286+118.6% | $68,791+161.5% | $134,475+33.8% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -10.36% | -2.19%-8.2pp | -6.38%-4.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $18,462 | $3,301+459.3% | $2,655+595.3% | $4,740+289.5% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $39,461 | $6,481+508.9% | $4,932+700.1% | $11,426+245.4% |