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 | $154,256 | $82,664+86.6% | $125,339+23.1% | $68,494+125.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -12.68% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,132 | $3,381-7.4% | $4,814-34.9% | $2,596+20.6% |
| Participant deferral / active EE | $7,428 | $6,110+21.6% | $7,446-0.2% | $4,027+84.5% |
| Admin fee / account holder | $76,121 | $6,275+1113.0% | $10,010+660.5% | $5,403+1308.9% |