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 | $151,870 | $82,664+83.7% | $125,339+21.2% | $68,494+121.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.84% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $7,799 | $3,381+130.7% | $4,814+62.0% | $2,596+200.4% |
| Participant deferral / active EE | $10,066 | $6,110+64.7% | $7,446+35.2% | $4,027+150.0% |
| Admin fee / account holder | $2,717 | $6,275-56.7% | $10,010-72.9% | $5,403-49.7% |