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 | $195,698 | $82,664+136.7% | $125,339+56.1% | $68,494+185.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.79% | -5.97%-5.8pp | 572.05%-583.8pp | -7.84%-3.9pp |
| Employer contribution / active EE | $5,968 | $3,381+76.5% | $4,814+24.0% | $2,596+129.9% |
| Participant deferral / active EE | $8,474 | $6,110+38.7% | $7,446+13.8% | $4,027+110.4% |
| Admin fee / account holder | $16,236 | $6,275+158.7% | $10,010+62.2% | $5,403+200.5% |