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 | $127,144 | $82,664+53.8% | $125,339+1.4% | $68,494+85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -4.82% | -5.97%+1.2pp | 572.05%-576.9pp | -7.84%+3.0pp |
| Employer contribution / active EE | $4,412 | $3,381+30.5% | $4,814-8.3% | $2,596+69.9% |
| Participant deferral / active EE | $5,737 | $6,110-6.1% | $7,446-23.0% | $4,027+42.5% |
| Admin fee / account holder | $6,091 | $6,275-2.9% | $10,010-39.2% | $5,403+12.7% |