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 | $233,567 | $82,664+182.6% | $125,339+86.3% | $68,494+241.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.09% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,155 | $3,381-6.7% | $4,814-34.5% | $2,596+21.5% |
| Participant deferral / active EE | $7,846 | $6,110+28.4% | $7,446+5.4% | $4,027+94.8% |
| Admin fee / account holder | $14,494 | $6,275+131.0% | $10,010+44.8% | $5,403+168.3% |