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 | $211,851 | $73,867+186.8% | $143,757+47.4% | $68,494+209.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.90% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $8,106 | $3,184+154.6% | $4,951+63.7% | $2,596+212.2% |
| Participant deferral / active EE | $5,878 | $3,384+73.7% | $5,637+4.3% | $4,027+46.0% |
| Admin fee / account holder | $41,856 | $5,755+627.3% | $14,673+185.3% | $5,403+674.7% |