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 | $97,093 | $82,664+17.5% | $125,339-22.5% | $68,494+41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.32% | -5.97%-6.3pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $7,593 | $3,381+124.6% | $4,814+57.8% | $2,596+192.5% |
| Participant deferral / active EE | $7,597 | $6,110+24.3% | $7,446+2.0% | $4,027+88.7% |
| Admin fee / account holder | $25,913 | $6,275+312.9% | $10,010+158.9% | $5,403+379.6% |