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 | $190,435 | $54,350+250.4% | $82,719+130.2% | $68,494+178.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.42% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,641 | $2,218+64.2% | $3,009+21.0% | $2,596+40.2% |
| Participant deferral / active EE | $9,735 | $3,246+199.9% | $4,395+121.5% | $4,027+141.7% |
| Admin fee / account holder | $10,177 | $4,395+131.5% | $5,329+91.0% | $5,403+88.4% |