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 | $172,632 | $82,664+108.8% | $125,339+37.7% | $68,494+152.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.02% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,912 | $3,381+15.7% | $4,814-18.7% | $2,596+50.7% |
| Participant deferral / active EE | $11,255 | $6,110+84.2% | $7,446+51.2% | $4,027+179.5% |
| Admin fee / account holder | $3,510 | $6,275-44.1% | $10,010-64.9% | $5,403-35.0% |