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 | $243,068 | $82,664+194.0% | $125,339+93.9% | $68,494+254.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,451 | $3,381+179.5% | $4,814+96.3% | $2,596+264.0% |
| Participant deferral / active EE | $11,232 | $6,110+83.8% | $7,446+50.8% | $4,027+178.9% |
| Admin fee / account holder | $4,486 | $6,275-28.5% | $10,010-55.2% | $5,403-17.0% |