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 | $139,434 | $82,664+68.7% | $125,339+11.2% | $68,494+103.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.29% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $8,895 | $3,381+163.1% | $4,814+84.8% | $2,596+242.6% |
| Participant deferral / active EE | $11,412 | $6,110+86.8% | $7,446+53.3% | $4,027+183.4% |
| Admin fee / account holder | $2,843 | $6,275-54.7% | $10,010-71.6% | $5,403-47.4% |