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 | $220,901 | $57,354+285.2% | $83,848+163.5% | $64,186+244.2% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -3.68% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $8,755 | $2,545+244.0% | $3,631+141.1% | $2,381+267.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,069 | $4,046+124.2% | $5,478+65.6% | $4,888+85.5% |