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 | $120,708 | $54,350+122.1% | $82,719+45.9% | $68,494+76.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.89% | -13.67%-0.2pp | 701.18%-715.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $8,834 | $2,218+298.3% | $3,009+193.6% | $2,596+240.3% |
| Participant deferral / active EE | $9,776 | $3,246+201.2% | $4,395+122.4% | $4,027+142.8% |
| Admin fee / account holder | $8,892 | $4,395+102.3% | $5,329+66.9% | $5,403+64.6% |