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 | $111,561 | $82,664+35.0% | $125,339-11.0% | $68,494+62.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.66% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $5,776 | $3,381+70.8% | $4,814+20.0% | $2,596+122.5% |
| Participant deferral / active EE | $11,562 | $6,110+89.2% | $7,446+55.3% | $4,027+187.1% |
| Admin fee / account holder | $1,112 | $6,275-82.3% | $10,010-88.9% | $5,403-79.4% |