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 | $163,005 | $82,664+97.2% | $125,339+30.1% | $68,494+138.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $8,878 | $3,381+162.6% | $4,814+84.4% | $2,596+242.0% |
| Participant deferral / active EE | $9,132 | $6,110+49.5% | $7,446+22.6% | $4,027+126.8% |
| Admin fee / account holder | $1,672 | $6,275-73.3% | $10,010-83.3% | $5,403-69.0% |