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 | $148,986 | $82,664+80.2% | $125,339+18.9% | $68,494+117.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.19% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $7,299 | $3,381+115.9% | $4,814+51.6% | $2,596+181.1% |
| Participant deferral / active EE | $9,714 | $6,110+59.0% | $7,446+30.5% | $4,027+141.2% |
| Admin fee / account holder | $10,968 | $6,275+74.8% | $10,010+9.6% | $5,403+103.0% |