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 | $112,779 | $82,664+36.4% | $125,339-10.0% | $68,494+64.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,379 | $3,381-0.1% | $4,814-29.8% | $2,596+30.1% |
| Participant deferral / active EE | $8,711 | $6,110+42.6% | $7,446+17.0% | $4,027+116.3% |
| Admin fee / account holder | $3,855 | $6,275-38.6% | $10,010-61.5% | $5,403-28.7% |