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 | $201,747 | $57,354+251.8% | $83,848+140.6% | $64,186+214.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.39% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $7,931 | $2,545+211.6% | $3,631+118.4% | $2,381+233.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,394 | $4,046-65.5% | $5,478-74.5% | $4,888-71.5% |