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 | $208,873 | $54,350+284.3% | $82,719+152.5% | $68,494+204.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.13% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,827 | $2,218-17.6% | $3,009-39.3% | $2,596-29.6% |
| Participant deferral / active EE | $6,036 | $3,246+86.0% | $4,395+37.3% | $4,027+49.9% |
| Admin fee / account holder | $25,329 | $4,395+476.3% | $5,329+375.3% | $5,403+368.8% |