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 | $108,317 | $82,664+31.0% | $125,339-13.6% | $68,494+58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.94% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,210 | $3,381-5.1% | $4,814-33.3% | $2,596+23.6% |
| Participant deferral / active EE | $10,173 | $6,110+66.5% | $7,446+36.6% | $4,027+152.6% |
| Admin fee / account holder | $3,832 | $6,275-38.9% | $10,010-61.7% | $5,403-29.1% |