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 | $207,819 | $49,177+322.6% | $79,464+161.5% | $64,186+223.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.32% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,047 | $2,076+383.9% | $2,800+258.8% | $2,381+322.0% |
| Participant deferral / active EE | $8,524 | $2,821+202.1% | $3,704+130.1% | $3,470+145.7% |
| Admin fee / account holder | $29,870 | $3,839+678.1% | $5,113+484.2% | $4,888+511.1% |