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 | $86,671 | $69,010+25.6% | $159,960-45.8% | $68,494+26.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.41% | -9.65%-3.8pp | 408.60%-422.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $12,772 | $2,213+477.0% | $4,226+202.2% | $2,596+391.9% |
| Participant deferral / active EE | $17,299 | $4,212+310.7% | $6,182+179.8% | $4,027+329.6% |
| Admin fee / account holder | $8,456 | $4,798+76.2% | $8,698-2.8% | $5,403+56.5% |