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 | $237,964 | $82,664+187.9% | $125,339+89.9% | $68,494+247.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $19,580 | $3,381+479.1% | $4,814+306.8% | $2,596+654.2% |
| Participant deferral / active EE | $9,124 | $6,110+49.3% | $7,446+22.5% | $4,027+126.6% |
| Admin fee / account holder | $54,732 | $6,275+772.2% | $10,010+446.8% | $5,403+913.0% |