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 | $203,899 | $73,867+176.0% | $143,757+41.8% | $68,494+197.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.04% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,303 | $3,184+160.8% | $4,951+67.7% | $2,596+219.8% |
| Participant deferral / active EE | $5,995 | $3,384+77.1% | $5,637+6.4% | $4,027+48.9% |
| Admin fee / account holder | $5,308 | $5,755-7.8% | $14,673-63.8% | $5,403-1.7% |