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 | $87,697 | $82,664+6.1% | $125,339-30.0% | $68,494+28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,186 | $3,381+53.4% | $4,814+7.7% | $2,596+99.7% |
| Participant deferral / active EE | $8,509 | $6,110+39.2% | $7,446+14.3% | $4,027+111.3% |
| Admin fee / account holder | $7,355 | $6,275+17.2% | $10,010-26.5% | $5,403+36.1% |