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 | $157,968 | $54,350+190.7% | $82,719+91.0% | $68,494+130.6% |
| Participation rate | 94.9% | 63.9%+31.0pp | 72.6%+22.3pp | 67.9%+27.0pp |
| Annual return | -12.33% | -13.67%+1.3pp | 701.18%-713.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $8,228 | $2,218+271.0% | $3,009+173.5% | $2,596+216.9% |
| Participant deferral / active EE | $8,722 | $3,246+168.7% | $4,395+98.4% | $4,027+116.6% |
| Admin fee / account holder | $360 | $4,395-91.8% | $5,329-93.2% | $5,403-93.3% |