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 | $203,263 | $82,664+145.9% | $125,339+62.2% | $68,494+196.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.86% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,993 | $3,381+47.7% | $4,814+3.7% | $2,596+92.3% |
| Participant deferral / active EE | $9,337 | $6,110+52.8% | $7,446+25.4% | $4,027+131.8% |
| Admin fee / account holder | $19,598 | $6,275+212.3% | $10,010+95.8% | $5,403+262.7% |