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 | $194,517 | $82,664+135.3% | $125,339+55.2% | $68,494+184.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,213 | $3,381+83.8% | $4,814+29.1% | $2,596+139.3% |
| Participant deferral / active EE | $11,112 | $6,110+81.9% | $7,446+49.2% | $4,027+175.9% |
| Admin fee / account holder | $20,618 | $6,275+228.5% | $10,010+106.0% | $5,403+281.6% |