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 | $237,530 | $95,862+147.8% | $79,550+198.6% | $134,475+76.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -12.94% | -2.69%-10.3pp | 0.16%-13.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $13,409 | $3,128+328.7% | $2,413+455.7% | $4,740+182.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,005 | $9,126-1.3% | $6,832+31.8% | $11,426-21.2% |