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 | $121,569 | $82,664+47.1% | $125,339-3.0% | $68,494+77.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,827 | $3,381-16.4% | $4,814-41.3% | $2,596+8.9% |
| Participant deferral / active EE | $7,485 | $6,110+22.5% | $7,446+0.5% | $4,027+85.9% |
| Admin fee / account holder | $404 | $6,275-93.6% | $10,010-96.0% | $5,403-92.5% |