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 8-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 | $111,778 | $82,664+35.2% | $125,339-10.8% | $68,494+63.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,003 | $3,381+77.5% | $4,814+24.7% | $2,596+131.2% |
| Participant deferral / active EE | $8,436 | $6,110+38.1% | $7,446+13.3% | $4,027+109.5% |
| Admin fee / account holder | $1,146 | $6,275-81.7% | $10,010-88.5% | $5,403-78.8% |