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 6-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 | $243,333 | $64,707+276.1% | $112,228+116.8% | $68,494+255.3% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | 90.53% | -11.40%+101.9pp | 27.45%+63.1pp | -7.84%+98.4pp |
| Employer contribution / active EE | $11,383 | $2,746+314.5% | $3,635+213.2% | $2,596+338.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,591 | $5,232-31.4% | $6,410-44.0% | $5,403-33.5% |