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 | $174,991 | $82,664+111.7% | $125,339+39.6% | $68,494+155.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,828 | $3,381+72.4% | $4,814+21.1% | $2,596+124.5% |
| Participant deferral / active EE | $10,245 | $6,110+67.7% | $7,446+37.6% | $4,027+154.4% |
| Admin fee / account holder | $7,590 | $6,275+21.0% | $10,010-24.2% | $5,403+40.5% |