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 | $204,427 | $82,664+147.3% | $125,339+63.1% | $68,494+198.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.40% | -5.97%-7.4pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $8,347 | $3,381+146.9% | $4,814+73.4% | $2,596+221.5% |
| Participant deferral / active EE | $10,271 | $6,110+68.1% | $7,446+37.9% | $4,027+155.0% |
| Admin fee / account holder | $5,977 | $6,275-4.8% | $10,010-40.3% | $5,403+10.6% |