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 | $223,040 | $82,664+169.8% | $125,339+77.9% | $68,494+225.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $7,202 | $3,381+113.0% | $4,814+49.6% | $2,596+177.4% |
| Participant deferral / active EE | $13,222 | $6,110+116.4% | $7,446+77.6% | $4,027+228.3% |
| Admin fee / account holder | $12,957 | $6,275+106.5% | $10,010+29.5% | $5,403+139.8% |