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 | $232,819 | $81,900+184.3% | $119,609+94.7% | $68,494+239.9% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -13.20% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $16,667 | $2,693+518.8% | $4,232+293.9% | $2,596+542.0% |
| Participant deferral / active EE | $3,277 | $4,148-21.0% | $5,602-41.5% | $4,027-18.6% |
| Admin fee / account holder | $17,007 | $6,582+158.4% | $10,323+64.7% | $5,403+214.8% |