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 | $98,387 | $82,664+19.0% | $125,339-21.5% | $68,494+43.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,934 | $3,381+16.4% | $4,814-18.3% | $2,596+51.5% |
| Participant deferral / active EE | $7,254 | $6,110+18.7% | $7,446-2.6% | $4,027+80.1% |
| Admin fee / account holder | $8,874 | $6,275+41.4% | $10,010-11.3% | $5,403+64.3% |