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 | $198,893 | $82,664+140.6% | $125,339+58.7% | $68,494+190.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.13% | -5.97%+0.8pp | 572.05%-577.2pp | -7.84%+2.7pp |
| Employer contribution / active EE | $10,169 | $3,381+200.8% | $4,814+111.3% | $2,596+291.7% |
| Participant deferral / active EE | $5,996 | $6,110-1.9% | $7,446-19.5% | $4,027+48.9% |
| Admin fee / account holder | $25,122 | $6,275+300.3% | $10,010+151.0% | $5,403+365.0% |