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 | $136,751 | $49,177+178.1% | $79,464+72.1% | $64,186+113.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.88% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $13,157 | $2,076+533.7% | $2,800+369.8% | $2,381+452.6% |
| Participant deferral / active EE | $7,512 | $2,821+166.3% | $3,704+102.8% | $3,470+116.5% |
| Admin fee / account holder | $7,787 | $3,839+102.9% | $5,113+52.3% | $4,888+59.3% |