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 | $201,415 | $54,350+270.6% | $82,719+143.5% | $68,494+194.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 72.6%+12.9pp | 67.9%+17.5pp |
| Annual return | -14.12% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,021 | $3,246+116.3% | $4,395+59.7% | $4,027+74.3% |
| Admin fee / account holder | $2,139 | $4,395-51.3% | $5,329-59.9% | $5,403-60.4% |