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 | $209,946 | $81,900+156.3% | $119,609+75.5% | $68,494+206.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.74% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $11,210 | $2,693+316.2% | $4,232+164.9% | $2,596+331.8% |
| Participant deferral / active EE | $9,629 | $4,148+132.2% | $5,602+71.9% | $4,027+139.1% |
| Admin fee / account holder | $16,526 | $6,582+151.1% | $10,323+60.1% | $5,403+205.9% |