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 | $180,000 | $54,350+231.2% | $82,719+117.6% | $68,494+162.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.29% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $9,219 | $2,218+315.6% | $3,009+206.4% | $2,596+255.1% |
| Participant deferral / active EE | $7,868 | $3,246+142.4% | $4,395+79.0% | $4,027+95.4% |
| Admin fee / account holder | $1,031 | $4,395-76.5% | $5,329-80.6% | $5,403-80.9% |