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 | $176,427 | $82,664+113.4% | $125,339+40.8% | $68,494+157.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.14% | -5.97%-9.2pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $9,675 | $3,381+186.2% | $4,814+101.0% | $2,596+272.6% |
| Participant deferral / active EE | $9,143 | $6,110+49.6% | $7,446+22.8% | $4,027+127.0% |
| Admin fee / account holder | $2,396 | $6,275-61.8% | $10,010-76.1% | $5,403-55.7% |