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 | $125,713 | $54,350+131.3% | $82,719+52.0% | $68,494+83.5% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | 1.13% | -13.67%+14.8pp | 701.18%-700.0pp | -7.84%+9.0pp |
| Employer contribution / active EE | $17,013 | $2,218+667.0% | $3,009+465.4% | $2,596+555.3% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $16,322 | $4,395+271.3% | $5,329+206.3% | $5,403+202.1% |