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 | $242,344 | $82,664+193.2% | $125,339+93.4% | $68,494+253.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.29% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $8,313 | $3,381+145.9% | $4,814+72.7% | $2,596+220.2% |
| Participant deferral / active EE | $9,330 | $6,110+52.7% | $7,446+25.3% | $4,027+131.7% |
| Admin fee / account holder | $4,177 | $6,275-33.4% | $10,010-58.3% | $5,403-22.7% |