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 | $194,870 | $82,664+135.7% | $125,339+55.5% | $68,494+184.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.04% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $7,435 | $3,381+119.9% | $4,814+54.5% | $2,596+186.4% |
| Participant deferral / active EE | $12,324 | $6,110+101.7% | $7,446+65.5% | $4,027+206.0% |
| Admin fee / account holder | $54,305 | $6,275+765.4% | $10,010+442.5% | $5,403+905.1% |