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 | $112,515 | $82,664+36.1% | $125,339-10.2% | $68,494+64.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $9,731 | $3,381+187.8% | $4,814+102.2% | $2,596+274.8% |
| Participant deferral / active EE | $16,929 | $6,110+177.1% | $7,446+127.4% | $4,027+320.4% |
| Admin fee / account holder | $815 | $6,275-87.0% | $10,010-91.9% | $5,403-84.9% |