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 9-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 | $188,447 | $100,754+87.0% | $86,677+117.4% | $134,475+40.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.08% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,089 | $3,489-40.1% | $2,836-26.3% | $4,740-55.9% |
| Participant deferral / active EE | $13,078 | $5,338+145.0% | $4,656+180.9% | $6,400+104.3% |
| Admin fee / account holder | $44,135 | $10,926+303.9% | $7,493+489.0% | $11,426+286.3% |