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 | $114,112 | $82,664+38.0% | $125,339-9.0% | $68,494+66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,239 | $3,381+84.5% | $4,814+29.6% | $2,596+140.3% |
| Participant deferral / active EE | $5,081 | $6,110-16.8% | $7,446-31.8% | $4,027+26.2% |
| Admin fee / account holder | $2,692 | $6,275-57.1% | $10,010-73.1% | $5,403-50.2% |