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 | $143,434 | $82,664+73.5% | $125,339+14.4% | $68,494+109.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.86% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,971 | $3,381-41.7% | $4,814-59.1% | $2,596-24.1% |
| Participant deferral / active EE | $13,152 | $6,110+115.2% | $7,446+76.6% | $4,027+226.6% |
| Admin fee / account holder | $12,849 | $6,275+104.8% | $10,010+28.4% | $5,403+137.8% |