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 | $207,686 | $82,664+151.2% | $125,339+65.7% | $68,494+203.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.84% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $5,877 | $3,381+73.8% | $4,814+22.1% | $2,596+126.3% |
| Participant deferral / active EE | $12,175 | $6,110+99.2% | $7,446+63.5% | $4,027+202.3% |
| Admin fee / account holder | $12,754 | $6,275+103.2% | $10,010+27.4% | $5,403+136.1% |