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 | $107,804 | $69,010+56.2% | $159,960-32.6% | $68,494+57.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.27% | -9.65%-6.6pp | 408.60%-424.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,579 | $2,213+61.7% | $4,226-15.3% | $2,596+37.8% |
| Participant deferral / active EE | $11,384 | $4,212+170.3% | $6,182+84.1% | $4,027+182.7% |
| Admin fee / account holder | $6,081 | $4,798+26.7% | $8,698-30.1% | $5,403+12.6% |