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 | $138,372 | $82,664+67.4% | $125,339+10.4% | $68,494+102.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $9,797 | $3,381+189.8% | $4,814+103.5% | $2,596+277.3% |
| Participant deferral / active EE | $14,112 | $6,110+130.9% | $7,446+89.5% | $4,027+250.4% |
| Admin fee / account holder | $2,439 | $6,275-61.1% | $10,010-75.6% | $5,403-54.8% |