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 | $200,293 | $82,664+142.3% | $125,339+59.8% | $68,494+192.4% |
| Participation rate | 82.6% | 75.0%+7.6pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | -7.96% | -5.97%-2.0pp | 572.05%-580.0pp | -7.84%-0.1pp |
| Employer contribution / active EE | $3,124 | $3,381-7.6% | $4,814-35.1% | $2,596+20.3% |
| Participant deferral / active EE | $6,327 | $6,110+3.5% | $7,446-15.0% | $4,027+57.1% |
| Admin fee / account holder | $133,724 | $6,275+2030.9% | $10,010+1236.0% | $5,403+2375.1% |