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 | $220,408 | $82,664+166.6% | $125,339+75.8% | $68,494+221.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $6,260 | $3,381+85.1% | $4,814+30.0% | $2,596+141.1% |
| Participant deferral / active EE | $16,267 | $6,110+166.2% | $7,446+118.5% | $4,027+303.9% |
| Admin fee / account holder | $6,004 | $6,275-4.3% | $10,010-40.0% | $5,403+11.1% |