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 | $218,362 | $82,664+164.2% | $125,339+74.2% | $68,494+218.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,583 | $3,381+6.0% | $4,814-25.6% | $2,596+38.0% |
| Participant deferral / active EE | $13,630 | $6,110+123.1% | $7,446+83.0% | $4,027+238.4% |
| Admin fee / account holder | $1,407 | $6,275-77.6% | $10,010-85.9% | $5,403-74.0% |