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 | $144,615 | $82,664+74.9% | $125,339+15.4% | $68,494+111.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $6,515 | $3,381+92.7% | $4,814+35.3% | $2,596+150.9% |
| Participant deferral / active EE | $6,745 | $6,110+10.4% | $7,446-9.4% | $4,027+67.5% |
| Admin fee / account holder | $4,609 | $6,275-26.6% | $10,010-54.0% | $5,403-14.7% |