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 | $138,935 | $82,664+68.1% | $125,339+10.8% | $68,494+102.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.83% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,956 | $3,381-12.6% | $4,814-38.6% | $2,596+13.8% |
| Participant deferral / active EE | $7,597 | $6,110+24.3% | $7,446+2.0% | $4,027+88.6% |
| Admin fee / account holder | $14,347 | $6,275+128.6% | $10,010+43.3% | $5,403+165.5% |