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 | $220,485 | $82,664+166.7% | $125,339+75.9% | $68,494+221.9% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -15.99% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $24,930 | $3,381+637.3% | $4,814+417.9% | $2,596+860.2% |
| Participant deferral / active EE | $12,525 | $6,110+105.0% | $7,446+68.2% | $4,027+211.0% |
| Admin fee / account holder | $4,741 | $6,275-24.4% | $10,010-52.6% | $5,403-12.2% |