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 | $238,625 | $95,862+148.9% | $79,550+200.0% | $134,475+77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.31% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $12,567 | $3,128+301.7% | $2,413+420.8% | $4,740+165.1% |
| Participant deferral / active EE | $6,339 | $4,693+35.1% | $3,985+59.1% | $6,400-1.0% |
| Admin fee / account holder | $95,670 | $9,126+948.3% | $6,832+1300.2% | $11,426+737.3% |