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 | $116,708 | $82,664+41.2% | $125,339-6.9% | $68,494+70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.58% | -5.97%-1.6pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $4,875 | $3,381+44.2% | $4,814+1.3% | $2,596+87.8% |
| Participant deferral / active EE | $18,194 | $6,110+197.7% | $7,446+144.3% | $4,027+351.8% |
| Admin fee / account holder | $11,186 | $6,275+78.3% | $10,010+11.8% | $5,403+107.0% |