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 | $188,707 | $82,664+128.3% | $125,339+50.6% | $68,494+175.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.23% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,646 | $3,381+37.4% | $4,814-3.5% | $2,596+78.9% |
| Participant deferral / active EE | $9,958 | $6,110+63.0% | $7,446+33.7% | $4,027+147.3% |
| Admin fee / account holder | $19,087 | $6,275+204.1% | $10,010+90.7% | $5,403+253.3% |