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 | $78,095 | $82,664-5.5% | $125,339-37.7% | $68,494+14.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.44% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,480 | $3,381+210.0% | $4,814+117.7% | $2,596+303.6% |
| Participant deferral / active EE | $13,200 | $6,110+116.0% | $7,446+77.3% | $4,027+227.8% |
| Admin fee / account holder | $4,062 | $6,275-35.3% | $10,010-59.4% | $5,403-24.8% |