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 | $128,278 | $82,664+55.2% | $125,339+2.3% | $68,494+87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $8,095 | $3,381+139.4% | $4,814+68.2% | $2,596+211.8% |
| Participant deferral / active EE | $8,061 | $6,110+31.9% | $7,446+8.3% | $4,027+100.2% |
| Admin fee / account holder | $643 | $6,275-89.7% | $10,010-93.6% | $5,403-88.1% |