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 | $100,695 | $82,664+21.8% | $125,339-19.7% | $68,494+47.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.62% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $5,527 | $3,381+63.5% | $4,814+14.8% | $2,596+112.9% |
| Participant deferral / active EE | $7,735 | $6,110+26.6% | $7,446+3.9% | $4,027+92.1% |
| Admin fee / account holder | $1,542 | $6,275-75.4% | $10,010-84.6% | $5,403-71.5% |