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 | $179,648 | $82,664+117.3% | $125,339+43.3% | $68,494+162.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.10% | -5.97%-9.1pp | 572.05%-587.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $5,151 | $3,381+52.4% | $4,814+7.0% | $2,596+98.4% |
| Participant deferral / active EE | $8,286 | $6,110+35.6% | $7,446+11.3% | $4,027+105.7% |
| Admin fee / account holder | $22,649 | $6,275+260.9% | $10,010+126.3% | $5,403+319.2% |