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 5-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 | $160,361 | $82,664+94.0% | $125,339+27.9% | $68,494+134.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.48% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $9,170 | $3,381+171.2% | $4,814+90.5% | $2,596+253.2% |
| Participant deferral / active EE | $13,554 | $6,110+121.8% | $7,446+82.0% | $4,027+236.6% |
| Admin fee / account holder | $2,199 | $6,275-65.0% | $10,010-78.0% | $5,403-59.3% |