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 | $93,527 | $82,664+13.1% | $125,339-25.4% | $68,494+36.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.53% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,798 | $3,381+12.3% | $4,814-21.1% | $2,596+46.3% |
| Participant deferral / active EE | $9,099 | $6,110+48.9% | $7,446+22.2% | $4,027+125.9% |
| Admin fee / account holder | $34,689 | $6,275+452.8% | $10,010+246.6% | $5,403+542.1% |