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 | $119,954 | $84,487+42.0% | $125,339-4.3% | $66,914+79.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.29% | -8.39%-5.9pp | 572.05%-586.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,924 | $3,553-17.7% | $4,814-39.3% | $2,544+14.9% |
| Participant deferral / active EE | $5,993 | $6,781-11.6% | $7,446-19.5% | $4,237+41.4% |
| Admin fee / account holder | $7,114 | $685+938.5% | $10,010-28.9% | $593+1099.2% |