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 | $94,347 | $82,664+14.1% | $125,339-24.7% | $68,494+37.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.30% | -5.97%-6.3pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,976 | $3,381-12.0% | $4,814-38.2% | $2,596+14.6% |
| Participant deferral / active EE | $7,823 | $6,110+28.0% | $7,446+5.1% | $4,027+94.3% |
| Admin fee / account holder | $2,626 | $6,275-58.2% | $10,010-73.8% | $5,403-51.4% |