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 | $138,861 | $82,664+68.0% | $125,339+10.8% | $68,494+102.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.94% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,553 | $3,381+5.1% | $4,814-26.2% | $2,596+36.9% |
| Participant deferral / active EE | $9,179 | $6,110+50.2% | $7,446+23.3% | $4,027+127.9% |
| Admin fee / account holder | $2,072 | $6,275-67.0% | $10,010-79.3% | $5,403-61.6% |