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 | $238,413 | $54,350+338.7% | $82,719+188.2% | $68,494+248.1% |
| Participation rate | 77.1% | 63.9%+13.2pp | 72.6%+4.6pp | 67.9%+9.3pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $11,056 | $2,218+398.5% | $3,009+267.4% | $2,596+325.8% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,004 | $4,395+127.6% | $5,329+87.7% | $5,403+85.2% |