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 | $189,452 | $54,350+248.6% | $82,719+129.0% | $68,494+176.6% |
| Participation rate | 92.5% | 63.9%+28.5pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | -14.28% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,658 | $2,218+64.9% | $3,009+21.6% | $2,596+40.9% |
| Participant deferral / active EE | $10,710 | $3,246+229.9% | $4,395+143.7% | $4,027+165.9% |
| Admin fee / account holder | $30,841 | $4,395+601.7% | $5,329+478.8% | $5,403+470.8% |