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 | $166,732 | $82,664+101.7% | $125,339+33.0% | $68,494+143.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,758 | $3,381+11.2% | $4,814-21.9% | $2,596+44.8% |
| Participant deferral / active EE | $9,152 | $6,110+49.8% | $7,446+22.9% | $4,027+127.3% |
| Admin fee / account holder | $10,521 | $6,275+67.6% | $10,010+5.1% | $5,403+94.7% |