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 | $137,046 | $54,350+152.2% | $82,719+65.7% | $68,494+100.1% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -14.95% | -13.67%-1.3pp | 701.18%-716.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,327 | $2,218+140.2% | $3,009+77.0% | $2,596+105.2% |
| Participant deferral / active EE | $3,063 | $3,246-5.6% | $4,395-30.3% | $4,027-23.9% |
| Admin fee / account holder | $2,372 | $4,395-46.0% | $5,329-55.5% | $5,403-56.1% |