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 | $197,704 | $82,664+139.2% | $125,339+57.7% | $68,494+188.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.95% | -5.97%0pp | 572.05%-578.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $8,129 | $3,381+140.4% | $4,814+68.9% | $2,596+213.1% |
| Participant deferral / active EE | $5,482 | $6,110-10.3% | $7,446-26.4% | $4,027+36.1% |
| Admin fee / account holder | $23,998 | $6,275+282.4% | $10,010+139.8% | $5,403+344.2% |