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 | $199,381 | $82,664+141.2% | $125,339+59.1% | $68,494+191.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,714 | $3,381+9.8% | $4,814-22.8% | $2,596+43.0% |
| Participant deferral / active EE | $14,110 | $6,110+130.9% | $7,446+89.5% | $4,027+250.4% |
| Admin fee / account holder | $23,317 | $6,275+271.6% | $10,010+132.9% | $5,403+331.6% |