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 | $223,185 | $82,664+170.0% | $125,339+78.1% | $68,494+225.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $10,512 | $3,381+210.9% | $4,814+118.4% | $2,596+304.9% |
| Participant deferral / active EE | $7,983 | $6,110+30.6% | $7,446+7.2% | $4,027+98.2% |
| Admin fee / account holder | $2,091 | $6,275-66.7% | $10,010-79.1% | $5,403-61.3% |