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 | $98,813 | $82,664+19.5% | $125,339-21.2% | $68,494+44.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.02% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $12,462 | $3,381+268.6% | $4,814+158.9% | $2,596+380.0% |
| Participant deferral / active EE | $17,142 | $6,110+180.5% | $7,446+130.2% | $4,027+325.7% |
| Admin fee / account holder | $10,162 | $6,275+61.9% | $10,010+1.5% | $5,403+88.1% |