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 | $192,834 | $82,664+133.3% | $125,339+53.8% | $68,494+181.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.66% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $12,219 | $3,381+261.4% | $4,814+153.8% | $2,596+370.6% |
| Participant deferral / active EE | $12,965 | $6,110+112.2% | $7,446+74.1% | $4,027+221.9% |
| Admin fee / account holder | $52,938 | $6,275+743.6% | $10,010+428.9% | $5,403+879.8% |