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 | $203,011 | $82,664+145.6% | $125,339+62.0% | $68,494+196.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.41% | -5.97%-9.4pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,985 | $3,381+47.4% | $4,814+3.6% | $2,596+92.0% |
| Participant deferral / active EE | $7,177 | $6,110+17.4% | $7,446-3.6% | $4,027+78.2% |
| Admin fee / account holder | $18,241 | $6,275+190.7% | $10,010+82.2% | $5,403+237.6% |