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 | $237,752 | $82,664+187.6% | $125,339+89.7% | $68,494+247.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.70% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $12,006 | $3,381+255.1% | $4,814+149.4% | $2,596+362.4% |
| Participant deferral / active EE | $9,084 | $6,110+48.7% | $7,446+22.0% | $4,027+125.6% |
| Admin fee / account holder | $2,212 | $6,275-64.8% | $10,010-77.9% | $5,403-59.1% |