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 7-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 | $68,614 | $82,664-17.0% | $125,339-45.3% | $68,494+0.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.79% | -5.97%-6.8pp | 572.05%-584.8pp | -7.84%-4.9pp |
| Employer contribution / active EE | $6,743 | $3,381+99.4% | $4,814+40.1% | $2,596+159.7% |
| Participant deferral / active EE | $13,822 | $6,110+126.2% | $7,446+85.6% | $4,027+243.2% |
| Admin fee / account holder | $10,734 | $6,275+71.1% | $10,010+7.2% | $5,403+98.7% |