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 | $141,472 | $48,265+193.1% | $68,791+105.7% | $68,494+106.5% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 55.43% | -12.71%+68.1pp | -6.38%+61.8pp | -7.84%+63.3pp |
| Employer contribution / active EE | $7,893 | $1,829+331.6% | $2,655+197.3% | $2,596+204.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,391 | $4,355-45.1% | $4,932-51.5% | $5,403-55.7% |