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 | $128,228 | $54,350+135.9% | $82,719+55.0% | $68,494+87.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -13.18% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $8,691 | $2,218+291.8% | $3,009+188.8% | $2,596+234.8% |
| Participant deferral / active EE | $11,733 | $3,246+261.5% | $4,395+167.0% | $4,027+191.3% |
| Admin fee / account holder | $12,821 | $4,395+191.7% | $5,329+140.6% | $5,403+137.3% |