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 | $245,143 | $54,350+351.0% | $82,719+196.4% | $68,494+257.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.75% | -13.67%+2.9pp | 701.18%-711.9pp | -7.84%-2.9pp |
| Employer contribution / active EE | $9,659 | $2,218+335.5% | $3,009+221.0% | $2,596+272.0% |
| Participant deferral / active EE | $9,787 | $3,246+201.5% | $4,395+122.7% | $4,027+143.0% |
| Admin fee / account holder | $132,064 | $4,395+2904.6% | $5,329+2378.3% | $5,403+2344.4% |