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 | $140,291 | $48,274+190.6% | $63,517+120.9% | $59,632+135.3% |
| Participation rate | 81.3% | 66.3%+14.9pp | 71.0%+10.2pp | 68.7%+12.6pp |
| Annual return | -0.30% | -240.79%+240.5pp | -70.30%+70.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,769 | $1,586+11.5% | $2,322-23.8% | $2,203-19.7% |
| Participant deferral / active EE | $3,665 | $2,343+56.4% | $2,953+24.1% | $3,192+14.8% |
| Admin fee / account holder | $10,571 | $3,600+193.6% | $5,892+79.4% | $4,297+146.0% |