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 | $167,017 | $82,664+102.0% | $125,339+33.3% | $68,494+143.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $13,422 | $3,381+297.0% | $4,814+178.8% | $2,596+417.0% |
| Participant deferral / active EE | $8,466 | $6,110+38.5% | $7,446+13.7% | $4,027+110.2% |
| Admin fee / account holder | $2,532 | $6,275-59.7% | $10,010-74.7% | $5,403-53.1% |