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 | $119,635 | $54,350+120.1% | $82,719+44.6% | $68,494+74.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.40% | -13.67%+0.3pp | 701.18%-714.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $7,958 | $2,218+258.8% | $3,009+164.5% | $2,596+206.5% |
| Participant deferral / active EE | $12,640 | $3,246+289.4% | $4,395+187.6% | $4,027+213.9% |
| Admin fee / account holder | $15,991 | $4,395+263.8% | $5,329+200.1% | $5,403+196.0% |