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 | $198,253 | $82,664+139.8% | $125,339+58.2% | $68,494+189.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $10,174 | $3,381+200.9% | $4,814+111.4% | $2,596+291.9% |
| Participant deferral / active EE | $9,981 | $6,110+63.3% | $7,446+34.0% | $4,027+147.8% |
| Admin fee / account holder | $10,368 | $6,275+65.2% | $10,010+3.6% | $5,403+91.9% |