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 | $190,492 | $54,350+250.5% | $82,719+130.3% | $68,494+178.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -7.96% | -13.67%+5.7pp | 701.18%-709.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $6,999 | $2,218+215.5% | $3,009+132.6% | $2,596+169.6% |
| Participant deferral / active EE | $7,409 | $3,246+128.3% | $4,395+68.6% | $4,027+84.0% |
| Admin fee / account holder | $83,883 | $4,395+1808.4% | $5,329+1474.1% | $5,403+1452.6% |