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 | $111,766 | $82,664+35.2% | $125,339-10.8% | $68,494+63.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.78% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,606 | $3,381+65.8% | $4,814+16.5% | $2,596+115.9% |
| Participant deferral / active EE | $8,320 | $6,110+36.2% | $7,446+11.7% | $4,027+106.6% |
| Admin fee / account holder | $2,344 | $6,275-62.6% | $10,010-76.6% | $5,403-56.6% |