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 | $155,727 | $54,350+186.5% | $82,719+88.3% | $68,494+127.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.86% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,037 | $2,218+36.9% | $3,009+0.9% | $2,596+17.0% |
| Participant deferral / active EE | $10,808 | $3,246+233.0% | $4,395+145.9% | $4,027+168.4% |
| Admin fee / account holder | $770 | $4,395-82.5% | $5,329-85.6% | $5,403-85.7% |