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 | $177,049 | $54,229+226.5% | $70,092+152.6% | $68,494+158.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.54% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $6,746 | $2,018+234.2% | $2,559+163.6% | $2,596+159.8% |
| Participant deferral / active EE | $4,692 | $2,956+58.7% | $3,849+21.9% | $4,027+16.5% |
| Admin fee / account holder | $3,011 | $4,694-35.9% | $6,267-52.0% | $5,403-44.3% |