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 | $242,476 | $76,912+215.3% | $129,110+87.8% | $68,494+254.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -15.71% | -9.78%-5.9pp | -10.94%-4.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $11,965 | $3,243+269.0% | $5,052+136.9% | $2,596+360.8% |
| Participant deferral / active EE | $12,684 | $4,732+168.0% | $6,542+93.9% | $4,027+215.0% |
| Admin fee / account holder | $9,940 | $6,638+49.7% | $14,302-30.5% | $5,403+84.0% |