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 | $105,203 | $82,664+27.3% | $125,339-16.1% | $68,494+53.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.02% | -5.97%-6.0pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,210 | $3,381-34.6% | $4,814-54.1% | $2,596-14.9% |
| Participant deferral / active EE | $3,944 | $6,110-35.5% | $7,446-47.0% | $4,027-2.1% |
| Admin fee / account holder | $16,488 | $6,275+162.7% | $10,010+64.7% | $5,403+205.2% |