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 | $70,975 | $82,664-14.1% | $125,339-43.4% | $68,494+3.6% |
| 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 | $6,754 | $3,381+99.7% | $4,814+40.3% | $2,596+160.1% |
| Participant deferral / active EE | $8,750 | $6,110+43.2% | $7,446+17.5% | $4,027+117.3% |
| Admin fee / account holder | $800 | $6,275-87.2% | $10,010-92.0% | $5,403-85.2% |