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 | $231,953 | $95,193+143.7% | $76,523+203.1% | $135,375+71.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.46% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,318 | $3,302-60.1% | $2,647-50.2% | $4,779-72.4% |
| Participant deferral / active EE | $18,500 | $4,639+298.8% | $3,835+382.3% | $5,609+229.8% |
| Admin fee / account holder | $41,411 | $6,249+562.7% | $4,848+754.1% | $10,827+282.5% |