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 | $136,639 | $49,177+177.9% | $79,464+72.0% | $64,186+112.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.86% | -1.16%-2.7pp | 718.14%-722.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $11,217 | $2,076+440.2% | $2,800+300.5% | $2,381+371.1% |
| Participant deferral / active EE | $10,299 | $2,821+265.0% | $3,704+178.1% | $3,470+196.8% |
| Admin fee / account holder | $2,621 | $3,839-31.7% | $5,113-48.7% | $4,888-46.4% |