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 | $85,698 | $82,664+3.7% | $125,339-31.6% | $68,494+25.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.87% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,991 | $3,381+77.2% | $4,814+24.5% | $2,596+130.8% |
| Participant deferral / active EE | $14,700 | $6,110+140.6% | $7,446+97.4% | $4,027+265.0% |
| Admin fee / account holder | $8,130 | $6,275+29.5% | $10,010-18.8% | $5,403+50.5% |