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 | $125,919 | $69,010+82.5% | $159,960-21.3% | $68,494+83.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -13.61% | -9.65%-4.0pp | 408.60%-422.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $5,470 | $2,213+147.1% | $4,226+29.4% | $2,596+110.7% |
| Participant deferral / active EE | $10,487 | $4,212+149.0% | $6,182+69.6% | $4,027+160.4% |
| Admin fee / account holder | $993 | $4,798-79.3% | $8,698-88.6% | $5,403-81.6% |