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 | $178,027 | $82,664+115.4% | $125,339+42.0% | $68,494+159.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.67% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,707 | $3,381+9.7% | $4,814-23.0% | $2,596+42.8% |
| Participant deferral / active EE | $8,115 | $6,110+32.8% | $7,446+9.0% | $4,027+101.5% |
| Admin fee / account holder | $10,899 | $6,275+73.7% | $10,010+8.9% | $5,403+101.7% |