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 | $117,124 | $54,350+115.5% | $82,719+41.6% | $68,494+71.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.32% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,564 | $2,218+150.8% | $3,009+84.9% | $2,596+114.3% |
| Participant deferral / active EE | $10,532 | $3,246+224.5% | $4,395+139.6% | $4,027+161.5% |
| Admin fee / account holder | $16,489 | $4,395+275.1% | $5,329+209.4% | $5,403+205.2% |