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 | $234,395 | $54,350+331.3% | $82,719+183.4% | $68,494+242.2% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -14.39% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $9,974 | $2,218+349.7% | $3,009+231.5% | $2,596+284.2% |
| Participant deferral / active EE | $9,976 | $3,246+207.3% | $4,395+127.0% | $4,027+147.7% |
| Admin fee / account holder | $4,384 | $4,395-0.3% | $5,329-17.7% | $5,403-18.9% |