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 | $189,899 | $45,863+314.1% | $77,024+146.5% | $68,494+177.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.64% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $16,154 | $1,650+879.3% | $2,812+474.4% | $2,596+522.2% |
| Participant deferral / active EE | $13,353 | $2,962+350.8% | $4,426+201.7% | $4,027+231.6% |
| Admin fee / account holder | $10,447 | $3,041+243.6% | $5,425+92.6% | $5,403+93.4% |