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 | $98,886 | $82,664+19.6% | $125,339-21.1% | $68,494+44.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.28% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $6,246 | $3,381+84.7% | $4,814+29.8% | $2,596+140.6% |
| Participant deferral / active EE | $14,392 | $6,110+135.5% | $7,446+93.3% | $4,027+257.4% |
| Admin fee / account holder | $5,706 | $6,275-9.1% | $10,010-43.0% | $5,403+5.6% |