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 | $210,993 | $94,529+123.2% | $140,016+50.7% | $64,186+228.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.65% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,630 | $3,812+152.6% | $5,606+71.8% | $2,381+304.5% |
| Participant deferral / active EE | $8,187 | $5,250+55.9% | $6,927+18.2% | $3,470+136.0% |
| Admin fee / account holder | $41,439 | $6,741+514.7% | $10,705+287.1% | $4,888+747.8% |