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 | $199,963 | $82,664+141.9% | $125,339+59.5% | $68,494+191.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.05% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,701 | $3,381+157.4% | $4,814+80.8% | $2,596+235.1% |
| Participant deferral / active EE | $10,207 | $6,110+67.0% | $7,446+37.1% | $4,027+153.5% |
| Admin fee / account holder | $360 | $6,275-94.3% | $10,010-96.4% | $5,403-93.3% |