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 | $195,058 | $59,107+230.0% | $86,436+125.7% | $68,494+184.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -14.89% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,191 | $5,901+72.7% | $6,952+46.6% | $4,027+153.1% |
| Admin fee / account holder | $33,809 | $5,637+499.8% | $6,731+402.3% | $5,403+525.8% |