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 | $189,879 | $82,664+129.7% | $125,339+51.5% | $68,494+177.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $9,337 | $3,381+176.2% | $4,814+94.0% | $2,596+259.6% |
| Participant deferral / active EE | $16,253 | $6,110+166.0% | $7,446+118.3% | $4,027+303.6% |
| Admin fee / account holder | $6,748 | $6,275+7.5% | $10,010-32.6% | $5,403+24.9% |