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 | $214,655 | $72,404+196.5% | $110,238+94.7% | $64,186+234.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.16% | -6.29%+3.1pp | 314.74%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $10,945 | $2,282+379.7% | $3,826+186.0% | $2,381+359.7% |
| Participant deferral / active EE | $6,681 | $3,469+92.6% | $4,672+43.0% | $3,470+92.6% |
| Admin fee / account holder | $26,490 | $5,664+367.7% | $8,547+209.9% | $4,888+441.9% |