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 | $104,705 | $82,664+26.7% | $125,339-16.5% | $68,494+52.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.04% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,795 | $3,381+12.3% | $4,814-21.2% | $2,596+46.2% |
| Participant deferral / active EE | $8,448 | $6,110+38.3% | $7,446+13.5% | $4,027+109.8% |
| Admin fee / account holder | $13,749 | $6,275+119.1% | $10,010+37.4% | $5,403+154.5% |