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 | $153,209 | $82,664+85.3% | $125,339+22.2% | $68,494+123.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,817 | $3,381+131.2% | $4,814+62.4% | $2,596+201.1% |
| Participant deferral / active EE | $14,555 | $6,110+138.2% | $7,446+95.5% | $4,027+261.4% |
| Admin fee / account holder | $26,141 | $6,275+316.6% | $10,010+161.2% | $5,403+383.8% |