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 | $209,367 | $45,152+363.7% | $73,843+183.5% | $59,632+251.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.44% | 27.40%-27.8pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $10,961 | $1,902+476.4% | $2,787+293.2% | $2,203+397.6% |
| Participant deferral / active EE | $8,049 | $2,574+212.7% | $3,583+124.6% | $3,192+152.2% |
| Admin fee / account holder | $9,897 | $3,516+181.5% | $4,880+102.8% | $4,297+130.3% |