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 | $151,911 | $54,350+179.5% | $82,719+83.6% | $68,494+121.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $7,874 | $2,218+255.0% | $3,009+161.7% | $2,596+203.3% |
| Participant deferral / active EE | $12,947 | $3,246+298.9% | $4,395+194.6% | $4,027+221.5% |
| Admin fee / account holder | $4,696 | $4,395+6.8% | $5,329-11.9% | $5,403-13.1% |