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 | $225,930 | $82,664+173.3% | $125,339+80.3% | $68,494+229.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,960 | $3,381-12.5% | $4,814-38.5% | $2,596+14.0% |
| Participant deferral / active EE | $12,277 | $6,110+100.9% | $7,446+64.9% | $4,027+204.9% |
| Admin fee / account holder | $7,222 | $6,275+15.1% | $10,010-27.8% | $5,403+33.7% |