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 | $122,323 | $50,958+140.0% | $74,550+64.1% | $64,186+90.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.61% | -1.86%-4.8pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $8,174 | $1,115+632.9% | $1,961+316.9% | $2,381+243.3% |
| Participant deferral / active EE | $9,090 | $2,301+295.0% | $3,108+192.5% | $3,470+162.0% |
| Admin fee / account holder | $3,440 | $4,223-18.5% | $5,060-32.0% | $4,888-29.6% |