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 | $179,831 | $54,350+230.9% | $82,719+117.4% | $68,494+162.5% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -15.79% | -13.67%-2.1pp | 701.18%-717.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,346 | $2,218+5.7% | $3,009-22.0% | $2,596-9.7% |
| Participant deferral / active EE | $9,112 | $3,246+180.7% | $4,395+107.3% | $4,027+126.3% |
| Admin fee / account holder | $23,433 | $4,395+433.1% | $5,329+339.7% | $5,403+333.7% |