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 | $167,446 | $82,664+102.6% | $125,339+33.6% | $68,494+144.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.40% | -5.97%-2.4pp | 572.05%-580.4pp | -7.84%-0.6pp |
| Employer contribution / active EE | $17,738 | $3,381+424.6% | $4,814+268.5% | $2,596+583.2% |
| Participant deferral / active EE | $8,198 | $6,110+34.2% | $7,446+10.1% | $4,027+103.6% |
| Admin fee / account holder | $110,823 | $6,275+1666.0% | $10,010+1007.2% | $5,403+1951.2% |