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 | $139,149 | $82,664+68.3% | $125,339+11.0% | $68,494+103.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.39% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $7,913 | $3,381+134.0% | $4,814+64.4% | $2,596+204.8% |
| Participant deferral / active EE | $11,903 | $6,110+94.8% | $7,446+59.9% | $4,027+195.6% |
| Admin fee / account holder | $9,270 | $6,275+47.7% | $10,010-7.4% | $5,403+71.6% |