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 | $136,001 | $54,350+150.2% | $82,719+64.4% | $68,494+98.6% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | -12.38% | -13.67%+1.3pp | 701.18%-713.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $14,480 | $2,218+552.8% | $3,009+381.2% | $2,596+457.7% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,500 | $4,395+116.1% | $5,329+78.3% | $5,403+75.8% |