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 | $128,863 | $49,177+162.0% | $79,464+62.2% | $64,186+100.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.73% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,060 | $2,076+336.4% | $2,800+223.5% | $2,381+280.6% |
| Participant deferral / active EE | $9,596 | $2,821+240.1% | $3,704+159.1% | $3,470+176.6% |
| Admin fee / account holder | $32,998 | $3,839+759.6% | $5,113+545.4% | $4,888+575.1% |