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 | $145,201 | $72,404+100.5% | $110,238+31.7% | $64,186+126.2% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | -7.24% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,946 | $2,282+73.0% | $3,826+3.1% | $2,381+65.8% |
| Participant deferral / active EE | $10,019 | $3,469+188.8% | $4,672+114.4% | $3,470+188.8% |
| Admin fee / account holder | $18,380 | $5,664+224.5% | $8,547+115.0% | $4,888+276.0% |