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 | $131,836 | $59,107+123.0% | $86,436+52.5% | $68,494+92.5% |
| Participation rate | 87.9% | 75.2%+12.6pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -17.15% | -0.23%-16.9pp | 4394.89%-4412.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,461 | $2,519+37.4% | $3,769-8.2% | $2,596+33.3% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,030 | $5,637+148.9% | $6,731+108.4% | $5,403+159.7% |