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 | $199,376 | $82,664+141.2% | $125,339+59.1% | $68,494+191.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $10,608 | $3,381+213.7% | $4,814+120.4% | $2,596+308.6% |
| Participant deferral / active EE | $8,405 | $6,110+37.6% | $7,446+12.9% | $4,027+108.7% |
| Admin fee / account holder | $18,901 | $6,275+201.2% | $10,010+88.8% | $5,403+249.8% |