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 | $249,664 | $82,664+202.0% | $125,339+99.2% | $68,494+264.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.61% | -5.97%-1.6pp | 572.05%-579.7pp | -7.84%+0.2pp |
| Employer contribution / active EE | $8,538 | $3,381+152.5% | $4,814+77.4% | $2,596+228.8% |
| Participant deferral / active EE | $8,039 | $6,110+31.6% | $7,446+8.0% | $4,027+99.6% |
| Admin fee / account holder | $1,364 | $6,275-78.3% | $10,010-86.4% | $5,403-74.8% |